Cameron Archibald is a registered investment advisor at Oxford Wealth Management, based in Lindon, UT. Cameron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 66 clients with $500M 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.40% |
| $3.0M - $10.0M | 1.30% |
| $10.0M - $25.0M | 1.10% |
| $25M+ | 0.65% |
Fees may be negotiated on a client-by-client basis.
Fee Estimator
Location
195 North State Street, Suite 200 - Owm, Lindon, UT, 84042
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Oxford Wealth Management
State Registrations1 state
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