Barry Oxford
Barry Oxford is a registered investment advisor at Coppell Advisory Solutions LLC, based in Templeton, CA, with 14 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 9,336 clients with $1.1B 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 $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are negotiable for portfolios over $2,500,000.
Fee Estimator
Location
524 South Main St., Templeton, CA, 93465
Get directionsHistory
Regulatory History (4)
Customer Dispute
April 2005Customer Dispute
April 2003Customer Dispute
May 2001Regulatory
November 1999Other Business ActivitiesSells Insurance
Barry is an independent agent selling fixed and fixed indexed annuities, life insurance, LTC, group and individual health products, dedicating full-time hours to this. He also works with living trusts and life settlements, dedicating about 10-20% of his time to J.D. Mellberg Financial, LLC, an insurance agency.