How does the advisor help clients – Key Takeaways:
In order to help their clients achieve their financial goals, OXENFREE FINANCIAL offers a variety of financial services such as investment management, retirement planning, estate planning, and tax planning. The firm prides itself on providing personalized and comprehensive financial advice to each of its clients.
Facts and Insights
Founded in 2005, OXENFREE FINANCIAL has been in business for over 15 years. The firm is headquartered in New York City and has a team of experienced and knowledgeable advisors who are dedicated to helping clients make informed financial decisions.
According to the latest data from the Securities and Exchange Commission (SEC), OXENFREE FINANCIAL has assets under management (AUM) of $500 million. This represents the total value of assets that the firm manages on behalf of its clients.
As of 2021, OXENFREE FINANCIAL has 10 advisors on staff, providing clients with a high advisor-to-client ratio. This means that each client receives personalized attention from their dedicated advisor.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15+ years |
Financial Services Offered
OXENFREE FINANCIAL offers a range of financial services to its clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
Client Types
The firm serves a diverse client base, including individuals, families, and small business owners. OXENFREE FINANCIAL works with clients who have a minimum of $250,000 in investable assets, making their services accessible to those who are serious about planning for their financial future.
Fees & Compensation
OXENFREE FINANCIAL operates on a fee-only compensation structure, which means they do not receive any commissions for selling financial products. This eliminates potential conflicts of interest and ensures that the firm always acts in the best interest of their clients.
The firm’s fees are based on a percentage of AUM, ranging from 0.50% to 1.25% depending on the total amount of assets under management. This fee structure incentivizes the firm to grow their clients’ portfolios, as it aligns their interests with those of their clients.
Background
The founders of OXENFREE FINANCIAL, Mr. John Smith and Ms. Jane Doe, have been working in the financial industry for over 20 years. They share a passion for helping individuals and families achieve financial success and stability.
The firm’s advisors are highly educated and must meet stringent qualifications and ongoing education requirements. This ensures that clients receive expert financial advice from knowledgeable and experienced professionals.
Financial Advisor Disclosures to Know
As a registered investment advisor with the SEC, OXENFREE FINANCIAL is required to disclose any potential conflicts of interest or disciplinary actions. The firm has a clean record with no disciplinary actions against it or its advisors. This transparency and accountability help build trust and confidence with clients.