Assets Under Management
$2.1B
Number of Clients
697
Number of Advisors
12
Average Client AUM
$3.0M
AUM per Advisor
$174.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Oxbow Advisors provides investment advice and discretionary portfolio management services, including strategic asset allocation. They advise clients directly or invest through other advisors. Services include financial planning, portfolio management, corporate retirement planning, and individual consultation. They utilize various investment products including equities, bonds, and ETFs.
| Assets Under Management | 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.
500 West 5th Street, Suite 1205, Austin, TX, 78701