OAKMONT CAPITAL MANAGEMENT, LLC
Oakmont, Pennsylvania
2.4
5 Reviews
Oakmont Capital Management, LLC is a local investment advisory firm based out of Oakmont, PA, boasting two well-established offices. With a total of 8 dedicated employees, 5 of whom specialize in providing comprehensive investment advisory services, Oakmont Capital Management, LLC stands as a trusted resource for clients seeking sound financial guidance. With an impressive average of approximately $91,130,000 in assets under management per investment advisor, the firm maintains a solid standing within the industry, aligning closely with the industry average. The compensation structure at Oakmont Capital Management, LLC encompasse...
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Assets Under Mgmt

$455.65M

Investment Professionals

5

Locations

1

% 401K & Individual

8%

% Discretionary

75%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Performance-based fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
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