Bretton Danforth is a registered investment advisor at Oak City Investment Consulting, based in Wake Forest, NC, with 4 years of industry experience. Bretton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, High Net Worth, Investment Management, and 1 more. Their firm serves 46 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The firm's standard maximum advisory fee is 1.00% annually, but fees are negotiable based on the scope of services, complexity, and relationship size.
Fee Estimator
Location
9733 Fonville Rd, Wake Forest, NC, 27587
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Oak City Investment Consulting
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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