| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.85% |
| $6M+ | 0.70% |
Oakmont Capital reserves the right to waive, reduce, or increase a Client’s fee based upon certain criteria.
411 Seventh Avenue, Suite 1425, Pittsburgh, PA, 15219-1905
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Learn about disclosures →Jerry serves on the Board of Directors of the Hebrew Loan Association of Pittsburgh, is a member of the Investment Committee for The Advanced Leadership Institute, and is the Treasurer of Bakery Village HOA. These activities involve community service and treasury functions, requiring minimal time commitment and are not investment-related.