Oxford Capital Management offers investment management services to high-net-worth individuals, trusts, estates, pension and profit sharing plans, and other legal entities. Oxford Capital Management invests client assets in domestic and international stocks, bonds, mutual funds, and exchange traded funds. Clients choose from income, growth, balanced, and conservative strategies.
Assets Under Management$170M
Clients29
Advisors2
Avg. per Client$5.9M
Avg. per Advisor$85M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.64% |
| $2.0M - $5.0M | 0.52% |
| $5M+ | 0.40% |
Oxford Capital Management has negotiated lower fees for certain clients. Conditions for lower fees vary but include things such as family discounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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