Jerry Katz is a CFA-designated registered investment advisor at Oakmont Capital Management, LLC, based in Oakmont, PA, with 13 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 324 clients with $3.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
856 Allegheny River Blvd, Oakmont, PA, 15139
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Regulatory 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.
Employment History
Current Registrations
Oakmont Capital Management, LLC
Previous Registrations
Bilkeykatz Investment Consultants
State Registrations2 states
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