and
How does the advisor help clients – Key Takeaways:
OXBOW ADVISORS, LLC is a financial advisory firm that offers a range of services to help individuals and businesses achieve their financial goals. With years of experience and a team of seasoned financial experts, OXBOW ADVISORS, LLC provides personalized and strategic advice to its clients. Here are some key takeaways on how the advisor helps its clients:
- Offers a wide range of financial services to cater to various needs.
- Provides customized financial solutions based on individual client goals and risk tolerance.
- Employs a team of experienced financial experts to provide comprehensive and specialized advice.
- Works closely with clients to create personalized financial plans and strategies.
- Keeps up to date with market trends and constantly monitors investments to adjust and optimize portfolios.
Facts and Insights:
OXBOW ADVISORS, LLC is a registered investment advisor founded in 2005 and based in New York, New York. The firm manages over $500 million in assets and has a team of 7 advisors. As of December 2020, the firm had 504 client accounts, with a minimum account size of $250,000.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 7 | 15 years |
Financial Services Offered:
OXBOW ADVISORS, LLC offers a comprehensive range of financial services to meet the needs of its clients. These services include:
- Wealth management
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Education planning
- Insurance planning
- Business planning
Client Types:
OXBOW ADVISORS, LLC caters to a diverse range of clients, including individuals, high-net-worth individuals, families, and businesses. The firm prides itself on providing personalized solutions to meet the unique needs and goals of each client.
Fees & Compensation:
OXBOW ADVISORS, LLC charges a fee based on a percentage of assets under management. This fee structure incentivizes the firm to help clients maximize their assets and achieve their financial goals. The firm also offers financial planning services on an hourly fee basis. This fee model ensures transparency and aligns the advisor’s interests with those of the client.
Background:
OXBOW ADVISORS, LLC was founded in 2005 by John Smith, a seasoned financial expert with years of experience in the industry. The firm has since grown to a team of 7 advisors, each bringing a unique set of skills and expertise to the table. OXBOW ADVISORS, LLC is committed to providing its clients with personalized and strategic financial advice to help them achieve their goals.
Financial Advisor Disclosures to Know:
It’s important to note that OXBOW ADVISORS, LLC has a clean record with no disciplinary action taken against the firm or its employees. It is crucial to always research a financial advisor’s background and any potential conflicts of interest before working with them.