Formed in 2014, Oak Harvest Investment Services operates as Oak Harvest Financial Group and is owned through OHFG Ventures. It focuses on individuals and families preparing for or living in retirement, combining portfolio management with financial planning and consulting. Portfolios can include individual stocks and bonds, ETFs, mutual funds, and interval funds. Clients pay an additional $50 annual technology charge per custodial account. Tax preparation by independent professionals is separately priced, though clients above $2 million may receive payment assistance; affiliated insurance sales generate commissions.
Overview
- Headquarters
- Houston, TX
- Total Firm Assets
- $1.1 billion
- Average High-Net-Worth Client Portfolio Size
- $1.8 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: ADV PART 2A - OAK HARVEST INVESTMENT SERVICES (2026-03-31) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.37% |
| $1,000,001 | $1,500,000 | 1.22% |
| $1,500,001 | $2,000,000 | 1.12% |
| $2,000,001 | $3,000,000 | 1.07% |
| $3,000,001 | $4,000,000 | 0.97% |
| $4,000,001 | $5,000,000 | 0.89% |
| $5,000,001 | $10,000,000 | 0.81% |
| $10,000,001 | $25,000,000 | 0.75% |
| $25,000,001 | and above | 0.62% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $13,700 | 1.37% |
| $5 million | $54,700 | 1.09% |
| $10 million | $95,200 | 0.95% |
| $50 million | $362,700 | 0.73% |
| $100 million | $672,700 | 0.67% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 62.68%
- Number of High-Net-Worth Clients
- 404
- Total Client Accounts
- 2,927
- Discretionary Accounts
- 2,927
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Pension Consulting, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 173293
- ADV PART 2A - OAK HARVEST INVESTMENT SERVICES (2026-03-31) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗