Ox Lux Advisory LLC provides ongoing portfolio management and financial planning services tailored to each client's specific goals, risk tolerance, and time horizon. The firm creates a personalized investment policy statement for every client and builds diversified portfolios using mutual funds, fixed income securities, real estate funds, equities, exchange-traded funds, commodities, and non-U.S. securities. Ox Lux Advisory focuses on modern portfolio theory, quantitative analysis, and technical analysis when making investment decisions. The firm serves individuals, high-net-worth individuals, and charitable organizations, with no account minimum required.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.80% |
Fees are up to 0.90% annually for diversified portfolios and up to 1.80% annually for concentrated, active portfolios. Fees are generally negotiable.