Assets Under Management
$630.6M
Number of Clients
297
Number of Advisors
9
Average Client AUM
$2.1M
AUM per Advisor
$70.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Oakmont Capital offers OCIO & Institutional Consulting, Private Wealth Advisor, and Family Office Services. Services include investment management, financial planning, and consulting. Fees are negotiable and based on assets or fixed retainers. They may recommend legal and accounting firms to clients.
| 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.
655 Allegheny Avenue, Oakmont, PA, 15139