Oakmont Financial Services provides investment management services, buying and holding assets while managing risk. They use technical and fundamental analysis to select investments. Oakmont works with individual investors, trusts, corporations, and retirement accounts. They do not have affiliations with financial services companies and offer a flat fee compensation arrangement.
Assets Under Management$38M
Clients63
Advisors1
Avg. per Client$600K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Oakmont Financial Services charges an annual fee, paid monthly, based on the assets in your account. The fee depends on whether your account is categorized as equity, fixed income, or balanced.
- Equity Accounts: 2.50% per year
- Fixed Income Accounts: 1.00% per year
- Balanced Accounts: 2.00% per year
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