Jerry Katz is a CFA-designated registered investment advisor at Oakmont Capital Management, LLC, based in Pittsburgh, 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 Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 6 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% |
Fees are negotiable. Alternative fixed-fee arrangements starting at $50,000 per year are also available.
Fee Estimator
Location
411 Seventh Avenue, Suite 1425, Pittsburgh, PA, 15219
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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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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