Oxford Planning Group offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting services. Oxford Planning Group builds personalized portfolios using mutual funds, individual bonds, exchange-traded funds, and independent managers, while providing ongoing portfolio monitoring and rebalancing. The firm also offers stand-alone financial planning covering retirement, estate planning, and insurance, as well as retirement plan consulting for plan sponsors. Oxford Planning Group primarily serves individuals, high-net-worth clients, businesses, and retirement plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees generally range from 0.25% to 1.50% of assets under management and are negotiable based on factors such as portfolio size, complexity, and family relationships.