Oxford Wealth Management provides investment advice and portfolio management to individuals, families, retirement plans, trusts, and businesses. Oxford primarily invests client assets in stocks, money-market funds, mutual funds, ETFs, debt securities, and alternative investments. Oxford works with clients to create an investment plan tailored to their individual needs and goals. The firm may recommend investments in private funds affiliated with the firm.
Assets Under Management$500M
Clients66
Advisors2
Avg. per Client$7.5M
Avg. per Advisor$250M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.40% |
| $3.0M - $10.0M | 1.30% |
| $10.0M - $25.0M | 1.10% |
| $25M+ | 0.65% |
Fees may be negotiated on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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