Charles Carter

Oxford Financial Group offers investment management through its CIO services. Fees vary depending on the type of investments and the amount invested in each category.

Here's a breakdown of the fees for different investment categories:

• Safety Pod (Fixed Income Accounts):
  • 0.30% on the first $10,000,000
  • 0.20% on amounts over $10,000,000
• Diversifier Pod (Diversifier Strategies): 1.00% of assets
• **Growth Pod (Mutual Funds, Exchange Traded Securities, Separately Managed Equity Accounts): ** * 1.00% on the first $5,000,000
  • 0.70% on the next $5,000,000
  • 0.50% on amounts over $10,000,000
• Growth Pod (Long/Short Strategies):
  • 1.00% if the long/short balance is less than $20,000,000
  • 0.75% if the long/short balance is greater than $20,000,000
• Aspirational Pod (Aspirational Solutions): 1.50% of assets
• Aspirational Pod (Mayfair Capital Partners Solutions): 2.00% of assets
• Client Directed Pod (Client Directed/Non-Managed Accounts): 0.20% of assets

There is a 0.10% annual surcharge for clients who do not elect discretionary authority and a 0.10% annual surcharge for accounts held by custodians other than those recommended by Oxford. The entire portfolio is subject to a minimum annual fee equal to 85% of the calculated fee or a fixed dollar amount agreed to by the client, whichever is greater.