OxenFree Financial is a registered investment advisor based in Melbourne, Florida, providing discretionary portfolio management, asset allocation, financial planning, consulting, and financial coaching. OxenFree Financial primarily tailors its investment recommendations around exchange-traded funds and mutual funds, and may utilize limited options strategies such as covered calls and cash-secured puts for eligible clients. The firm also offers specialized third-party referrals for cash management, workplace retirement plan self-directed brokerage accounts, advanced tax strategies, and estate planning facilitation. James Phillips owns and operates the firm.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.15% |
| $1M+ | 0.90% |
Fees are negotiable. Household account values may be combined to determine breakpoints.