GK
GK

Gina Marie Kovatch

23 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
297 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$630.6M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $3.0M1.00%
$3.0M - $6.0M0.85%
$6M+0.70%

Oakmont Capital reserves the right to waive, reduce, or increase a Client’s fee based upon certain criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

655 Allegheny Avenue, Oakmont, PA, 15139

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Gina made a paid cameo appearance in a television commercial for Eat-N-Park Restaurant with her daughter. This non-investment related activity requires minimal time and does not occur during securities trading hours.

Employment History
Current Registrations
Oakmont Capital Management, LLC
December 2016 - Present · 9 yrs 2 mos
Previous Registrations
Trustmont Advisory Group, INC.
December 2015 - December 2016 · 1 yr
Trustmont Financial Group, INC.Broker
January 2002 - December 2016 · 14 yrs 11 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.