| 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 →Patrick serves on the Investment Committee of YWCA Greater Pittsburgh and the Board of Directors of CCAC Educational Foundation. He dedicates minimal time to each role, attending meetings, reviewing reports, and offering opinions.