Oakmont Capital provides investment advice to institutions and individuals. Services include outsourced chief investment officer (OCIO) and institutional consulting, private wealth advising, and family office services. Oakmont Capital offers both discretionary and non-discretionary management. They advise on various investments, including equities, bonds, mutual funds, and alternative investments. Clients can place restrictions on investments.
Assets Under Management$3.1B
Clients324
Advisors10
Avg. per Client$9.7M
Avg. per Advisor$310M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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