Transparent Fees

Advisory Service Fees

What will you pay for our advisory services?

As your financial advisor, Oak Harvest seeks to always be:

  1. Value-added
  2. Transparent
  3. Both reasonable and competitive in the fees for our services.

Our Retirement 360™ framework allows us to tailor strategies and tools to focus on achieving your vision for retirement, growth, security and ongoing legacy.

We do not receive commissions for buying or selling stocks or mutual funds.  Moreover, we do not receive any back-end or trail fees from mutual fund companies. We do not charge on performance, or on the types of securities or positions in your investment account.

We aim to keep our interests aligned with yours: as your account grows, so do we.

Advisory Fees

Individuals and families have unique needs and goals, and our advice is based on your personal financial situation, goals and risk tolerance.

Advisory Fee Schedule

AssetsAnnual Fees
$1,000,000 – $1,499,9991.22%
$1,500,000 – $1,999,9991.12%
$2,000,000 – $2,999,9991.07%
$3,000,000 – $3,999,999.97%
$4,000,000 – $4,999,999.89%
$5,000,000 – $9,999,999.81%
$10,000,000 – $24,999,999.75%
$25,000,000 and Over.62%




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