Oxford Financial Group, Ltd. is an independent financial advisory firm offering comprehensive wealth management, family office services, and investment management. Founded with a fee-only philosophy, Oxford provides objective financial counsel to help individuals, families, and institutions enhance their financial lives and protect their legacies. The firm's services include personal financial planning, investment planning, retirement rollovers, and specialized family office support. Oxford structures client portfolios across various categories—including fixed income, public equities, alternative investments, and direct private equity through its Mayfair Capital Partners division. Oxford also offers specialized business succession planning through Swindon Transition Counsel and entrepreneurial advisory services. Portfolios are managed on both a discretionary and non-discretionary basis depending on client preference.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.70% |
| $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.