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Jacqueline Armstrong

Oxford Financial Group, LTD
18 Years of Experience
Carmel, IN
1 Disclosure
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Jacqueline Armstrong is a registered investment advisor at Oxford Financial Group, LTD, based in Carmel, IN, with 18 years of industry experience. Jacqueline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 7 more. Their firm serves 697 clients with $23B in assets under management.

Oxford Financial Group, LTD
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
51 advisors
Number of Clients
697 clients
Average Client Portfolio
$33.5M average
Assets Under Management
$23.3B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.70%
$10M+0.50%

Schedule reflects Growth Pod public securities/equities. Other asset categories have different fee schedules: Fixed Income (0.30% on first $10M, 0.20% over $10M), Diversifier strategies (1.00%), Long/Short strategies (0.75% to 1.00%), Aspirational solutions (1.50%), Mayfair Capital Partners (2.00%), and Client-directed accounts (0.20%). Fees may be negotiable for significant asset balances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

11711 North Meridian Street, Suite 600, Carmel, IN, 46032

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History

Regulatory History (1)
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Criminal
June 1980
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jacqueline is the business manager for "The Sax Guy", a professional musician, since 2014. She spends a few hours per week on marketing, booking gigs, and accounting for this business.

Employment History
Current Registrations
Oxford Financial Group, LTD
December 2021 - Present · 4 yrs 10 mos
Previous Registrations
Morgan Stanley
October 2016 - November 2021 · 5 yrs 1 mo
Morgan StanleyBroker
October 2016 - November 2021 · 5 yrs 1 mo
Ameriprise Financial Services, INC.
February 2016 - August 2016 · 6 mos
Ameriprise Financial Services, INC.Broker
January 2016 - August 2016 · 7 mos
Oneamerica Securities, INC.Broker
September 2014 - December 2015 · 1 yr 3 mos
Chase Investment Services CORP.Broker
November 2008 - August 2010 · 1 yr 9 mos
Farmers Financial Solutions, LLCBroker
May 2003 - November 2008 · 5 yrs 6 mos
State Registrations1 state
IN
Advisor

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
No exam information available for this advisor.
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