Oxford Financial Group offers independent financial advice, investment planning, and family office services. Oxford's services include financial planning, investment planning, family strategic planning, and fiduciary services. Oxford also offers Chief Investment Officer (CIO) services to individuals, families, and institutions. Oxford aims to provide objective advice focused on clients’ unique needs.
Fee Structure
Oxford Financial Group offers investment management through its CIO services. Fees vary depending on the type of investments and the amount invested in each category.
Here's a breakdown of the fees for different investment categories:
- Safety Pod (Fixed Income Accounts):
- 0.30% on the first $10,000,000
- 0.20% on amounts over $10,000,000
- Diversifier Pod (Diversifier Strategies): 1.00% of assets
- **Growth Pod (Mutual Funds, Exchange Traded Securities, Separately Managed Equity Accounts):
** * 1.00% on the first $5,000,000
- 0.70% on the next $5,000,000
- 0.50% on amounts over $10,000,000
- Growth Pod (Long/Short Strategies):
- 1.00% if the long/short balance is less than $20,000,000
- 0.75% if the long/short balance is greater than $20,000,000
- Aspirational Pod (Aspirational Solutions): 1.50% of assets
- Aspirational Pod (Mayfair Capital Partners Solutions): 2.00% of assets
- Client Directed Pod (Client Directed/Non-Managed Accounts): 0.20% of assets
There is a 0.10% annual surcharge for clients who do not elect discretionary authority and a 0.10% annual surcharge for accounts held by custodians other than those recommended by Oxford. The entire portfolio is subject to a minimum annual fee equal to 85% of the calculated fee or a fixed dollar amount agreed to by the client, whichever is greater.