Oxler Private Wealth manages investment portfolios and provides financial planning and consulting services for individuals, families, businesses, and retirement plans. Oxler Private Wealth builds customized portfolios using a variety of investment strategies, such as fundamental and technical analysis, long-term and short-term purchases, options, and alternative investments. The firm tailors its services to each client's specific financial situation, goals, risk tolerance, and time horizon. Oxler Private Wealth also assists with pension consulting for employee benefit plans and can recommend third-party money managers or specialized programs when appropriate.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees range from 0.50% to 1.50% of assets under management, negotiable based on individual client circumstances.