Oxford Wealth helps clients create investment strategies tailored to their goals using various investment and insurance products. They offer ongoing investment advice and portfolio management, typically placing clients in models overseen by a financial professional and sub-advised by a third party. Oxford Wealth also provides financial planning services, including written plans designed to help clients achieve their financial goals. They act as fiduciaries when providing investment advice regarding retirement accounts.
Fee Structure
Oxford Wealth charges a percentage of your portfolio each year for investment advice, ranging from 0% to 2%. The specific fee is based on the average daily value of your investments and is deducted monthly. All clients who retain Oxford Wealth for investment advisory services will be assessed a one-time planning fee at the start of the relationship. The fee is negotiated in advance with each client and will be based on such factors as the complexity of the client’s financial situation, nature of the services to be provided, estimate of the time needed to complete the project and their overall relationship with our firm.