Oxford Chase Advisors offers portfolio management services, charging fees based on a percentage of the value of your investments. For certain high-net-worth investors, fees can be based on portfolio performance. Oxford Chase Advisors manages your investments in a separate account at Interactive Brokers, allocating assets based on your investment goals. They primarily invest in publicly traded stocks and exchange-traded funds (ETFs). Oxford Chase Advisors does not receive commissions or soft dollars from third parties.
Assets Under Management$83M
Clients220
Advisors3
Avg. per Client$380K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For qualified investors, Oxford Chase Advisors offers a performance-based fee of 20% of the net gain in quarterly market value, subject to a high-water mark.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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