Oak City Consulting charges advisory fees for investment management services based on an annual percentage of assets under management. The maximum investment advisory fee is 1.00%, but fees may be negotiable. Fees are typically billed quarterly in advance. Clients may also incur other fees, such as custodial charges and mutual fund fees. Fixed fees are also offered, billed in advance based on a flat rate. There is no stated minimum account size.
9733 Fonville Rd, Wake Forest, NC, 27587
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