Oxford Capital Management provides investment management through a wrap fee program and investment coaching services. For investment management, Oxford Capital manages portfolios based on individual client needs, objectives, risk tolerance, and time horizon. For investment coaching, Oxford Capital provides advice on how to invest in employer-sponsored retirement plans, along with general budgeting and financial coaching.
Assets Under Management$1.2M
Clients27
Advisors1
Avg. per Client$44K
Avg. per Advisor$1.2M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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