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.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Courtney is the treasurer of Foster Angels of South Texas, a non-profit organization. She dedicates minimal time to this role, providing reports on accounts.