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Investment Management

Fee Transparency

What will you pay for our services?

As your financial advisor and a fiduciary, Oak Harvest seeks to always be

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

Our Core4 strategy allows us to tailor the services, strategies, and tools to focus on achieving the vision you hold for retirement, growth, security and ongoing legacy.

As a fiduciary, 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.

The Fiduciary Standard requires us to keep our interests aligned with yours. As your account grows, so do we.

Investment Management Fees

Individuals have unique needs and goals. Our service offerings reflect this by being agnostic to the tools we use to customize your solution.  For those needing only investment management, our team provides independent asset allocation, risk management, security selection, and proprietary strategies and tools not available through some financial planners and retail brokerage firms.

 

Investment Management Only – Annual Fees

Investment Management Fee Schedule

AssetsAnnual Fees*
First $500,0001.00%
Next $500,0000.90%
Next $1,000,0000.80%
Next $1,500,0000.70%
Next $1,500,0000.60%
Next $5,000,0000.50%
Over $10,000,0000.40%

*Oak Harvest uses low-cost mutual funds and ETFs for investment models. For eligible clients, Oak Harvest’s proprietary single stock portfolio strategy is available for an additional .10% on assets up to $5 million and .05% on assets above $5 million. The decision to utilize or not utilize single stocks is based on your situation, objectives, and risk tolerance in coordination with your advisor. The above fee schedule represents our fee for advisory services, and is not inclusive of technology service fees, or other fees such as commissions on trade execution that may be charged by the firm's custodian of record.

Retirement Planning and Investment Management - Annual Fees

For clients who need both investment management and retirement planning, tax, income generation, and estate planning strategies, we offer an all-inclusive Investment Management and Retirement Planning fee schedule:

Investment Management & Annual Financial Planning Fee Schedule*

AssetsAnnual Fees*
First $500,0001.50%
Next $500,0001.25%
Next $1,000,0000.90%
Next $1,500,0000.70%
Next $1,500,0000.60%
Next $5,000,0000.50%
Over $10,000,0000.40%

*Oak Harvest uses low-cost mutual funds and ETFs for investment models. For eligible clients, Oak Harvest’s proprietary single stock portfolio strategy is available for an additional .10% on assets up to $5 million and .05% on assets above $5 million. The decision to utilize or not utilize single stocks is based on your situation, objectives, and risk tolerance in coordination with your advisor. The above fee schedule represents our fee for advisory services, and is not inclusive of technology service fees, or other fees such as commissions on trade execution that may be charged by the firm's custodian of record.

Our retirement plans are customized to your situation based on your vision and goals.

Whether you need a single service like investment management or a broad retirement plan, we believe that Oak Harvest's fees and services are transparent, valuable, and competitive.

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“THE RETIREMENT INCOME SHOW”


Listen to our radio show hosted by Troy and Jessica Sharpe at 12 p.m. every Sunday on 740 AM Newsradio 740KTRH.

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WEEKLY MARKET UPDATES


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EVENTS


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