Oxbow Advisors provides investment advice and manages investment portfolios for individuals, families, and businesses. Oxbow's services include strategic asset allocation among cash, stocks, and bonds, with the selection of specific securities. Oxbow also acts as a sub-advisor to other investment advisory firms. Financial planning services are provided at no additional charge to existing clients and prospects.
Assets Under Management$2.5B
Clients744
Advisors12
Avg. per Client$3.3M
Avg. per Advisor$210M
Fee Structure
Planning is included in investment management
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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