Oakmont Capital Management, LLC
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
About This Firm
Oakmont Capital Management provides discretionary and non-discretionary advisory services to institutions and individuals. They offer Outsourced Chief Investment Officer (OCIO), Private Wealth Advisor, and Family Office Services. Investment strategies are customized or model-based, using fundamental, technical, and relative value analysis.
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% |
Oakmont Capital reserves the right to waive, reduce, or increase a Client’s fee based upon certain criteria.
Fee Estimator
Oakmont Capital offers OCIO and Consulting services with fees ranging from $50,000 to $500,000 annually or an asset-based fee ranging from 0.03% to 1.00% with a minimum aggregate investable amount of $500,000. Project-based relationships are charged a flat hourly fee ($100-$500) or a fixed fee ($50,000-$500,000). For Private Wealth Advisor and Family Office clients, fees are based on AUM (see table). Alternatively, a fixed fee arrangement is negotiable, ranging from $50,000 to $500,000 per annum.
Areas of Practice
Location
655 Allegheny Avenue, Oakmont, PA, 15139