Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.85% |
| $6M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Oakmont Capital offers several fee structures. For OCIO and Consulting, fees range from $50,000 to $500,000 annually or 3 to 100 basis points (0.03% to 1.00%) of assets under advisement, with a $500,000 minimum. Project-based fees range from $100-$500/hour or $50,000-$500,000 per project. For Private Wealth Advisor and Family Office clients, fees are 1.00% on the first $3,000,000 of assets, 0.85% on the next $3,000,000, and 0.70% on assets over $6,000,000. Alternatively, a fixed fee arrangement is negotiable, ranging from $50,000 to $500,000 per year. All fee structures are negotiable.
Areas of Practice
Advisor Information
Office location
411 Seventh Avenue, Suite 1425, Pittsburgh, PA, 15219-1905
Get directionsRegulatory 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
Jerry serves on the Board of Directors of the Hebrew Loan Association of Pittsburgh, is a member of the Investment Committee for The Advanced Leadership Institute, and is the Treasurer of Bakery Village HOA. These activities involve community service and treasury functions, requiring minimal time commitment and are not investment-related.