Pin Oak Investment Advisors Inc

Pin Oak Investment Advisors, Inc. is a client-centered firm founded in 1989 by Barrett Rouse, offering individual stocks investment management services, financial planning, alternative investments, and general consulting services. The firm tailors its services to each client's needs, with discretionary investment management services provided based on individual circumstances. The minimum initial investment for clients is $2,000,000, and the firm has approximately $620,000,000 in assets under management on a discretionary basis. Fees are charged on a percentage of assets managed, ranging from 0.6% to 1.25% annually, with additional fees for financial planning and consulting services. The firm does not participate in wrap fee programs and does not manage separately managed account programs but includes third-party SMAs in some client solutions. Investment strategies primarily involve fundamental and cyclical analysis, with a focus on long-term purchases. The firm does not have any reportable disciplinary events and acts as a fiduciary, providing investment discretion to manage client accounts. Clients are encouraged to review account statements and participate in portfolio reviews. The firm does not receive compensation from third parties for recommending investments. The firm's advisors, including Dan Estes, Nathan Norman, and J. Scott Pappas, have educational backgrounds and extensive experience in the financial industry.