CN
CFP

Christian Graham Nallenweg

10 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
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Advisor Information

Office location

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

Get directions
Regulatory History (1)
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Criminal
April 2002
Final Disposition
Employment History
Current Registrations
Oxford Financial Group, Ltd
July 2024 - Present · 1 yr 6 mos
Previous Registrations
Oxford Financial Group, Ltd
May 2022 - June 2024 · 2 yrs 1 mo
Charles Schwab & Co., INC.
March 2020 - July 2020 · 4 mos
Schwab Private Client Investment Advisory, INC.
June 2018 - March 2020 · 1 yr 9 mos
Charles Schwab & Co., INC.
October 2017 - July 2018 · 9 mos
Charles Schwab & Co., INC. Broker
May 2017 - July 2020 · 3 yrs 2 mos
Chase Investment Services CORP.
July 2009 - June 2011 · 1 yr 11 mos
Chase Investment Services CORP.Broker
July 2009 - June 2011 · 1 yr 11 mos
MML Investors Services, INC.
May 2008 - July 2009 · 1 yr 2 mos
MML Investors Services, INC. Broker
May 2008 - July 2009 · 1 yr 2 mos
Ameriprise Financial Services, INC.
February 2007 - April 2008 · 1 yr 2 mos
Ameriprise Financial Services, INC. Broker
February 2007 - April 2008 · 1 yr 2 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.