Oxdrawn Capital provides ongoing investment management services based on a client's individual goals, risk tolerance, and time horizon. Oxdrawn creates an Investment Policy Statement for each client to outline their objectives and constraints. Oxdrawn primarily invests in mutual funds, ETFs, stocks, bonds, limited partnerships, and derivatives. Oxdrawn may also provide additional services to support clients in managing their assets, such as maintaining relationships with board members and reviewing financial statements.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.20% |
| $25M+ | 0.20% |
Fees are negotiable. For illiquid investments recommended to non-institutional investors, Oxdrawn will charge the advisory fee schedule above for the first year. After the first year, Oxdrawn will charge an hourly fee of $220 for any additional work performed on these investments.