Advisor at Fondren Oaks Capital Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fondren Oaks Capital Management
Location
Montgomery, TX
Credentials
Series 65
Industry experience
7 years
Jason Mills is a Series 65-licensed financial advisor with Fondren Oaks Capital Management in Montgomery, TX, where he has worked since 2019. He has seven years of industry experience and previously spent 13 years at Retirement Horizons Inc. Fondren Oaks Capital Management serves high-net-worth individuals, trustees, and employer retirement-plan sponsors, focusing on tailored asset management and retirement-plan advisory services. The firm employs an active investment approach combining fundamental analysis, Modern Portfolio Theory, and stress-testing, and provides both 3(21) and 3(38) fiduciary options despite its small size.
Based on Fondren Oaks Capital Management
Based on Fondren Oaks Capital Management
Comprehensive financial plans for fixed fees from $1,000 to $2,500, negotiable
$0 - $1.5 million: 1.00% $1.5 million - $5 million: 0.80% $5 million+: 0.70%
$200 per hour for financial planning
Account minimum: $100,000 minimum, negotiable Fee-only: Financial planning fees billed hourly at $200 per hour; fixed fee financial plans range from $1,000 to $2,500, negotiable
Montgomery, TX
Texas
Fondren Oaks Capital Management, LLC
2019 - Present (7 years)
Retirement Horizons Inc.
2005 - 2018 (13 years)
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Real estate agent
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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