Oxford Martin offers customized investment advice and manages investment portfolios for individuals and high net worth individuals. Oxford Martin works with clients to understand their financial goals, risk tolerance, and financial situation to create a tailored investment strategy. Oxford Martin also provides financial planning services covering areas like asset allocation, retirement planning, and estate planning. Oxford Martin acts as a fiduciary, legally required to act in your best interest.
Assets Under Management$25M
Clients54
Advisors1
Avg. per Client$470K
Avg. per Advisor$25M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3M+ | 0.70% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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