James Andrew McFarland
Investment Adviser Representative at OAK HARVEST INVESTMENT SERVICES
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| $0-$999,999 | 1.37% |
| $1,000,000-$1,499,999 | 1.22% |
| $1,500,000-$1,999,999 | 1.12% |
| $2,000,000-$2,999,999 | 1.07% |
| $3,000,000-$3,999,999 | 0.97% |
| $4,000,000-$4,999,999 | 0.89% |
| $5,000,000-$9,999,999 | 0.81% |
| $10,000,000-$24,999,999 | 0.75% |
| $25,000,000 and Over | 0.62% |
Firm-stated minimum; may be waived at the firm's discretion.
OAK HARVEST INVESTMENT SERVICES Form ADV Part 2A (Item 5), most recent annual amendment.
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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