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
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