Oakmont Advisory Group offers personalized financial planning and investment management services. Their advice covers financial objectives, problem identification, cash flow, tax planning, insurance, investments, education, retirement, and legacy planning. Oakmont Advisory Group may recommend third-party investment advisors. The firm does not act as a custodian of client assets.
Assets Under Management$130M
Clients491
Advisors3
Avg. per Client$260K
Avg. per Advisor$42M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...