Courtney Bechtol is a registered investment advisor at Oxbow Advisors, LLC, based in Corpus Christi, TX, with 15 years of industry experience. Courtney is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 744 clients with $2.5B 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 $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $30.0M | 0.40% |
| $30.0M - $40.0M | 0.30% |
| $40.0M - $50.0M | 0.20% |
| $50M+ | 0.10% |
Fees are negotiable and may not exceed 1.00% annually.
Fee Estimator
Location
800 North Shoreline Blvd., Suite 2200 South, Corpus Christi, TX, 78401
Get directionsHistory
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 →Other Business Activities
Courtney is the treasurer of Foster Angels of South Texas, a non-profit organization. She dedicates minimal time to this role, providing reports on accounts.
Employment History
Current Registrations
Oxbow Advisors, LLC
Herndon Plant Oakley, LTD.Broker
Previous Registrations
Herndon Plant Oakley LTD
State Registrations11 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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