AF

Andrew Donald Filauro

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
Loading...

Advisor Information

Office location

231 Royal Palm Way, Suite 301, Palm Beach, FL, 33480

Get directions
Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Oxford Financial Group, Ltd
February 2024 - Present · 1 yr 11 mos
Previous Registrations
Steel Grove Capital Advisors, LLC
March 2022 - February 2024 · 1 yr 11 mos
Goldman Sachs & CO. LLC Broker
May 2018 - March 2022 · 3 yrs 10 mos
Barclays Capital INC.Broker
August 2014 - October 2017 · 3 yrs 2 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.