Christopher Clay Mcanany

Oxford Wealth Group, LLC

6 Years of Experience

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Firm Information

Oxford Wealth Group, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

10 advisors

Number of Clients

646 clients

Average Client Portfolio

$365K average

Assets Under Management

$235.9M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

Financial Plan Fee:$500 - $3,000

Investment advisory fees range from 0% to 2% annually, charged monthly in arrears based on the average daily value of assets. All clients who retain the firm for investment advisory services will be assessed a one-time planning fee at the start of the relationship. Clients may also retain the firm solely for financial planning or a financial consultation. Financial planning fees are generally calculated and charged on a flat fee basis from $500 to $3,000 per engagement.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate PlanningInsurance PlanningHigh Net Worth

Advisor Information

Office location

111 N. Orange Avenue, Suite 775, Orlando, FL, 32801

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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.