Barry Oxford is a CFA-designated registered investment advisor at Colliers Securities LLC, based in Minneapolis, MN, with 26 years of industry experience. Barry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 816 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.00% |
| $500K+ | 1.50% |
Fees are negotiable. Envestnet and Dana wrap programs include separate program fees and third-party manager fees.
Fee Estimator
Location
90 South Seventh Street, Suite 3300, Minneapolis, MN, 55402
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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
Colliers Securities LLC
Colliers Securities LLCBroker
Previous Registrations
D.A. Davidson & CO.Broker
D.A. Davidson & CO.
Discern Securities, INC.Broker
Commonwealth Australia Securities LLCBroker
Amvescap Services, INC.Broker
Invesco Distributors, INC.Broker
Alex. Brown & Sons IncorporatedBroker
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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