Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $30.0M | 0.40% |
| $30.0M - $40.0M | 0.30% |
| $40.0M - $50.0M | 0.20% |
| $50M+ | 0.10% |
Advisory fees are negotiable and may not exceed 1.00% annually.
Fee Estimator
Oxbow Advisors charges an annual advisory fee based on a percentage of assets under management, billed quarterly. The standard fee schedule ranges from 0.60% on the first $10 million to 0.10% for assets over $50 million. Fees are negotiable and may be lower based on factors like related accounts and investment objectives. Individual consultations are billed hourly (up to $500/hour) or at a fixed annual rate (up to $6,000).
Areas of Practice
Advisor Information
Office location
500 West 5th Street, Suite 1205, Austin, TX, 78701
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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