Michael Ladakos is a registered investment advisor at Oakmont Capital Management, LLC, based in Oakmont, PA, with 15 years of industry experience. Michael 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
655 Allegheny Ave., Oakmont, PA, 15139
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Oakmont Capital Management, LLC
State Registrations1 state
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