Alexander Oxenham is a CFA-designated registered investment advisor at Hilton Capital Management, LLC, based in Garden City, NY, with 12 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,577 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hilton Capital Management offers investment management services for a fee based on a percentage of the value of the assets they manage. The annual fee varies between 0.12% and 1.25%, depending on the amount invested and the type of services provided. This fee does not include brokerage commissions or other transaction costs. Fees are charged quarterly, based on the value of the assets on the last day of the previous quarter. Fees may be negotiable.
Location
1010 Franklin Avenue, Garden City, NY, 11530
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Hilton Capital Management, LLC
Previous Registrations
Hilton Capital Management, LLC
State Registrations3 states
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