Jonas Dahlstrom is a registered investment advisor at Oxbow Advisors, LLC, based in Austin, TX, with 5 years of industry experience. Jonas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 744 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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
Location
200 West 6th Street, Suite 1920, Austin, TX, 78701
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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 →Employment History
Current Registrations
Oxbow Advisors, LLC
Previous Registrations
49 Financial
Purshe Kaplan Sterling InvestmentsBroker
State Registrations1 state
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