OxenFree Financial offers portfolio management, asset allocation, financial planning, and financial consulting services. Investment advice is tailored to individual client needs. They may invest client assets in model portfolios developed by an unaffiliated investment manager. They also offer estate planning and advanced tax strategy facilitation services through third-party providers.
Assets Under Management$250M
Clients950
Advisors8
Avg. per Client$260K
Avg. per Advisor$31M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.15% |
| $1M+ | 0.90% |
Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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