JA

Jacqueline Kay Armstrong

18 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
48 advisors
Number of Clients
679 clients
Average Client Portfolio
$28.9M average
Assets Under Management
$19.7B

Fee Structure

Oxford charges annual fees for CIO services based on asset categories. For individual/family CIO services, fees range from 0.20% to 2.00% depending on the asset type and amount. Institutional CIO fees vary based on the proposal. Family Office Service (FOS) fees are assessed annually and billed quarterly in advance, based on net worth, gross income, and complexity. A minimum annual fee applies to the entire portfolio, initially equal to 85% of the amount resulting from applying the fee schedule. Fees for private market investments continue even after termination of the advisory agreement. The Trust Company of Oxford (TCO) charges separate fees for fiduciary services, including a 0.20% annual fee on trust assets and a $2,500 minimum annual administration fee for special assets. Private Family Services (PFS) fees are negotiated.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners
Loading...

Advisor Information

Office location

11711 North Meridian Street, Suite 600, Carmel, IN, 46032

Get directions
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
June 1980
Final Disposition
Other Business Activities

Jacqueline is the business manager for "The Sax Guy", a professional musician, since 2014. She spends a few hours per week on marketing, booking gigs, and accounting for this business.

Employment History
Current Registrations
Oxford Financial Group, Ltd
December 2021 - Present · 4 yrs 1 mo
Previous Registrations
Morgan Stanley
October 2016 - November 2021 · 5 yrs 1 mo
Morgan Stanley Broker
October 2016 - November 2021 · 5 yrs 1 mo
Ameriprise Financial Services, INC.
February 2016 - August 2016 · 6 mos
Ameriprise Financial Services, INC. Broker
January 2016 - August 2016 · 7 mos
Oneamerica Securities, INC. Broker
September 2014 - December 2015 · 1 yr 3 mos
Chase Investment Services CORP.Broker
November 2008 - August 2010 · 1 yr 9 mos
Farmers Financial Solutions, LLCBroker
May 2003 - November 2008 · 5 yrs 6 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.
Jacqueline Kay Armstrong - Financial Advisor | AdvisorDiscover