Roxbury Financial offers investment and financial planning services, managing portfolios on a discretionary basis. They use a tactical allocation strategy to reduce risk and increase performance, investing in various securities like stocks, bonds, mutual funds, and ETFs. They also offer financial planning services, including retirement planning, tax strategies, and estate planning. Roxbury Financial also provides advisory services to qualified retirement plans.
Assets Under Management$180M
Clients245
Advisors2
Avg. per Client$740K
Avg. per Advisor$90M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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