Richard Oxford
Richard Oxford is a registered investment advisor at Dutch Asset Corporation, based in Selkirk, NY, with 17 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 119 clients with $91M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are generally negotiable.
Fee Estimator
Location
113B Jericho Rd, Selkirk, NY, 12158
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Richard is a board member and 10% owner of Dunlap Stone University, dedicating minimal time to it. He also sells fixed life and annuity products through PCG Insurance, LLC, dba Richard Oxford Financial, and owns RL Oxford Enterprises, LLC, a personal holding company.
Employment History
Current Registrations
Dutch Asset Corporation
Previous Registrations
Sowell Management Services
Private Client Group
Private Client LLC
Private Client LLC
Pension Protection Advisors, LLC
Brokers International Financial Services, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.