Patrick Fisher is a CFA-designated registered investment advisor at Oakmont Capital Management, LLC, based in Pittsburgh, PA, with 17 years of industry experience. Patrick 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
411 Seventh Avenue, Suite 1425, Pittsburgh, PA, 15219
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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
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.
Employment History
Current Registrations
Oakmont Capital Management, LLC
Previous Registrations
Bilkeykatz Investment Consultants
Schneider Downs Wealth Management Advisors, LP
State Registrations2 states
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