Brandon Kinsner is a registered investment advisor at Oakmont Advisory Group, LLC, based in Albuquerque, NM, with 3 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 491 clients with $130M 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 $500K | 1.20% |
| $500K - $1.0M | 0.95% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.45% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. Oakmont Advisory Group may direct clients to Signal Advisors Wealth, LLC, where the total client fee includes Oakmont's fee and a platform fee.
Fee Estimator
Location
2001 Carlisle Blvd Ne, Suite D, Albuquerque, NM, 87110-4939
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Oakmont Advisory Group, LLC
State Registrations1 state
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