Oxford Planning Group offers investment advisory services where they manage your investments, financial planning and consulting services for various financial matters, and retirement plan consulting services for businesses. Oxford Planning Group allocates investments based on your goals, monitors performance, and may rebalance your account. They may recommend other professionals like attorneys or accountants, but you're not obligated to use them. They also provide access to an online platform to view your complete asset allocation.
Fee Structure
Oxford Planning Group offers investment advisory services for a fee based on a percentage of the value of your investments. The fee is negotiable and generally ranges between 0.25% and 1.50% per year. The fees are charged in advance, based on the value of your investments on the last business day of the previous quarter. The fees include limited financial planning and consulting services. If you need more extensive planning, there may be a separate fee.