| 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.
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Learn about disclosures →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.