Oak City Consulting provides investment management and consulting services to individuals, families, Christian organizations, and foundations. OCC also licenses an index to exchange-traded funds. OCC aims to incorporate Biblically Responsible Investing into its strategies. OCC may use sub-advisors to manage portions of client portfolios. Services are tailored to individual client needs, with clients able to impose restrictions on their accounts.
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.