Lawrence Koteski is a CFA-designated registered investment advisor at Oakmont Capital Management, LLC, based in Oakmont, PA, with 22 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 324 clients with $3.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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. An alternative to this fee structure is a "fixed fee" arrangement. It is negotiable and ranges between $50,000 and $500,000 per annum.
Fee Estimator
Location
655 Allegheny Avenue, Oakmont, PA, 15139
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lawrence is on the Board of Directors for RJ Lee Group, Inc., Blue Nano Technologies, LLC, and The Buhl Foundation, dedicating about 10-20% of his time to RJ Lee Group, minimal time to Blue Nano, and a few hours per week to The Buhl Foundation. He is also the Varsity Head Coach for the Fox Chapel Girls' High School Golf Team, dedicating minimal time to this activity.
Employment History
Current Registrations
Oakmont Capital Management, LLC
State Registrations2 states
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