Oxford Wealth Group, LLC
Assets Under Management
$235.9M
Number of Clients
646
Number of Advisors
10
Average Client AUM
$365K
AUM per Advisor
$23.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Oxford Wealth Group, LLC is a financial services firm that creates investment strategies for individuals, high net worth individuals, corporations, trusts, and estates. Services include retirement income strategies, investment advisory, portfolio management, and financial planning. The firm primarily provides discretionary asset management through model portfolios sub-advised by third parties.
Fee Structure
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.
Areas of Practice
Location
111 N. Orange Avenue, Suite 775, Orlando, FL, 32801