Oxbow Advisors, LLC
Assets Under Management
$2.1B
Number of Clients
697
Number of Advisors
12
Average Client AUM
$3.0M
AUM per Advisor
$174.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Oxbow Advisors offers investment advice and discretionary portfolio management services, including strategic asset allocation among cash, stocks, and bonds. They advise clients directly or invest through other advisors/managers. Services include financial planning, portfolio management, corporate retirement planning, and individual consultation.
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
Location
500 West 5th Street, Suite 1205, Austin, TX, 78701