Ross Roggensack is a registered investment advisor at Oak City Consulting, LLC, based in Wake Forest, NC, with 24 years of industry experience. Ross operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, High Net Worth, Investment Management. Their firm serves 46 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Oak City Consulting charges a fee for managing your investments, which includes advice, trading, and account maintenance. This fee is a percentage of the value of your investments and is calculated on a pro rata basis. The maximum fee is 1.00%, but it may be lower depending on the size of your account, the complexity of your portfolio, and other factors. Fees are typically billed quarterly in advance, but monthly billing may be available. Oak City Consulting may recommend independent sub-advisors to manage all or a portion of a Client’s portfolio. The Sub-Advisor for the portfolio may have higher or lower fees than other programs available through Oak City Consulting or available elsewhere.
Location
9733 Fonville Rd, Wake Forest, NC, 27587
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Oak City Investment Consulting
Previous Registrations
Morgan Keegan & Company, INC.
Citigroup Global Markets INC.
State Registrations2 states
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