Oxinas Partners provides investment advice and financial planning to individuals, high net worth individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. Oxinas Partners creates customized investment strategies using mutual funds and exchange-traded funds, and may also use individual stocks, bonds, and other investments. Financial planning services cover areas like retirement, insurance, and education savings. Oxinas Partners may recommend independent managers for a portion of a client's portfolio.
Fee Structure
Oxinas Partners charges a fee based on the value of your investments, up to 2.40% annually. The fee is paid monthly, in advance. The exact fee depends on the complexity of the services, the amount of assets managed, and the overall relationship. Fees may be negotiable. If Oxinas Partners recommends using independent investment managers, you will pay a separate fee to them, but the total blended fee will not exceed 2.50% annually.