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CFP
CN
CFP

Christian Nallenweg

Oxford Financial Group, LTD
11 Years of Experience
Atlanta, GA
1 Disclosure
View SEC Summary
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Christian Nallenweg is a CFP-designated registered investment advisor at Oxford Financial Group, LTD, based in Atlanta, GA, with 11 years of industry experience. Christian 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

One Buckhead Plaza, 3060Peachtree Road Nw, Suite 470, Atlanta, GA, 30305

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
April 2002
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Oxford Financial Group, LTD
July 2024 - Present · 2 yrs 3 mos
Previous Registrations
Oxford Financial Group, LTD
May 2022 - June 2024 · 2 yrs 1 mo
Charles Schwab & CO., INC.
March 2020 - July 2020 · 4 mos
Schwab Private Client Investment Advisory, INC.
June 2018 - March 2020 · 1 yr 9 mos
Charles Schwab & CO., INC.
October 2017 - July 2018 · 9 mos
Charles Schwab & CO., INC.Broker
May 2017 - July 2020 · 3 yrs 2 mos
Chase Investment Services CORP.
July 2009 - June 2011 · 1 yr 11 mos
Chase Investment Services CORP.Broker
July 2009 - June 2011 · 1 yr 11 mos
MML Investors Services, INC.
May 2008 - July 2009 · 1 yr 2 mos
MML Investors Services, INC.Broker
May 2008 - July 2009 · 1 yr 2 mos
Ameriprise Financial Services, INC.
February 2007 - April 2008 · 1 yr 2 mos
Ameriprise Financial Services, INC.Broker
February 2007 - April 2008 · 1 yr 2 mos
State Registrations1 state
GA
Advisor

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Exams
No exam information available for this advisor.
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