Oxbow Advisors is a registered investment advisor that manages investment portfolios and provides financial planning for individuals, families, high-net-worth clients, businesses, and retirement plans. Oxbow Advisors builds customized portfolios using a strategic allocation across cash, stocks, and bonds, offering various strategies such as conservative fixed income, dividend growth, long-term growth, and multi-cap equity. The firm operates on a discretionary basis, meaning they make trades on your behalf based on your risk tolerance and goals. Oxbow Advisors also offers corporate retirement planning and individual consultations.
Assets Under Management$2.5B
Clients744
Advisors10
Avg. per Client$3.3M
Avg. per Advisor$250M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $30.0M | 0.40% |
| $30.0M - $40.0M | 0.30% |
| $40.0M - $50.0M | 0.20% |
| $50M+ | 0.10% |
Fees are negotiable and may not exceed 1.00% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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