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 (2)
Customer Dispute
May 1998Regulatory
May 1984Other Business ActivitiesSells Insurance
James has an 87% ownership in Oxbow Advisors, LLC, and is a director at American Bank. He is also the founder of two non-profit foundations, an investor in Bigg Whale LLC, an officer at Herndon Plant Oakley Insurance Agency, LC, a partner at Cornerstone Merger and Acquisitions, and part of TEDOUPTICK LLC.