Assets Under Management
$235.9M
Number of Clients
646
Number of Advisors
10
Average Client AUM
$365K
AUM per Advisor
$23.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Oxford Wealth Group offers continuous investment advice and portfolio management services tailored to individual needs. They primarily use a discretionary asset management program with model portfolios sub-advised by third parties. Financial planning services are also offered, including written plans covering various financial areas. They act as fiduciaries for retirement accounts.
111 N. Orange Avenue, Suite 775, Orlando, FL, 32801