Investment Management

Portfolio Management Fees

What will you pay for our portfolio management 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 portfolio management services.

Our Core4 strategy allows us to tailor the strategies, and tools to focus on achieving the vision you hold 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 aim to keep our interests are aligned with yours: as your account grows, so do we.

Portfolio Management Fees

Individuals have unique needs and goals, and much of our advice is delivered via our portfolio management service offering. Our investment advice is based on your personal financial situation, goals, and risk tolerance.

Portfolio Management 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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