Oxler Private Wealth provides investment advice tailored to clients' needs and objectives. Oxler offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting services. Oxler may recommend third-party money managers or a turn-key asset management program. Oxler does not receive compensation for insurance products selected by clients.
Assets Under Management$540M
Clients154
Advisors4
Avg. per Client$3.5M
Avg. per Advisor$130M
Fee Structure
Investment management only (planning not offered)
Oxler Private Wealth charges an annual fee for managing your investments, ranging from 0.50% to 1.50% of the value of your portfolio. The fee is billed monthly in advance. The advisory fee is negotiable depending on your circumstances. Oxler may combine account values of family members to determine the applicable advisory fee.
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