BD

Bretton Saunders Danforth

3 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
46 clients
Average Client Portfolio
$27.5M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:None

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.

Areas of Practice
Investment ManagementSocially Responsible Investing
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Advisor Information

Office location

9733 Fonville Rd, Wake Forest, NC, 27587

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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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Employment History
Current Registrations
Oak City Consulting, LLC
July 2022 - Present · 3 yrs 6 mos
State Registrations2 states
NCTX
Advisor
Exams
No exam information available for this advisor.