Post Oak Private Wealth Advisors's Form ADV discloses 1.50% on the first $500,000, 1.25% on the next $2 million, 1.00% on the next $2.5 million, and 0.85% on assets above $5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #159293), Post Oak Private Wealth Advisors is subject to fiduciary duty under federal law.
Post Oak Private Wealth Advisors is headquartered in HOUSTON, TX.
Post Oak Private Wealth Advisors serves 89 high-net-worth clients according to their SEC filing dated January 16, 2026. View client details ↓
According to their SEC Form ADV, Post Oak Private Wealth Advisors offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
Post Oak Private Wealth Advisors manages $391 million in client assets according to their SEC filing dated January 16, 2026.
According to their SEC Form ADV, Post Oak Private Wealth Advisors serves high-net-worth individuals. View client details ↓