BD
BD

Bretton Saunders Danforth

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningHigh Net WorthCharitable Giving
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
46 clients
Average Client Portfolio
$27.5M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

9733 Fonville Rd, Wake Forest, NC, 27587

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History

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 7 mos
State Registrations2 states
NCTX
Advisor
Exams
No exam information available for this advisor.