Jessica Demler is a CFP-designated registered investment advisor at Oxler Private Wealth, based in Rye Brook, NY, with 5 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 154 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Oxler Private Wealth charges an annual fee for managing your investments, ranging from 0.50% to 1.50% of the value of your portfolio. The fee is billed monthly in advance. The advisory fee is negotiable depending on your circumstances. Oxler may combine account values of family members to determine the applicable advisory fee.
Location
800 Westchester Ave, Suite 641N, Rye Brook, NY, 10573
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Oxler Private Wealth
State Registrations3 states
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