Oak City Consulting, LLC
Assets Under Management
$1.3B
Number of Clients
46
Number of Advisors
3
Average Client AUM
$27.5M
AUM per Advisor
$421.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Oak City Consulting offers portfolio management and investment advisory services to individuals, families, foundations, and charitable organizations. They also license an index to ETFs. The firm focuses on Biblically Responsible Investing and provides outsourced CIO consulting and investment committee consulting.
Fee Structure
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
Location
9733 Fonville Rd, Wake Forest, NC, 27587