About OXFORD CAPITAL MANAGEMENT
Oxford Capital Management is a leading independent financial advisor that offers a range of financial services to its clients. With years of expertise and a team of highly skilled and experienced advisors, Oxford Capital Management is dedicated to helping individuals and businesses reach their financial goals. The firm is committed to providing excellent client service and is known for its transparent and personalized approach.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services
- Offers a wide range of financial services, including retirement planning, tax planning, estate planning, and more
- Creates customized investment portfolios based on clients’ risk tolerance and financial goals
- Regularly reviews and adjusts portfolios to ensure they align with clients’ changing financial needs
Facts and Insights:
Here are some key facts and insights about Oxford Capital Management:
- Assets Under Management: $500 million (as of 2020)
- Number of Advisors: 10
- Time in Business: 15 years
Financial Services Offered:
Oxford Capital Management offers a comprehensive range of financial services, including:
- Financial planning
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Cash flow analysis
Client Types:
The firm serves a diverse range of clients, including:
- Individuals
- Small business owners
- High-net-worth individuals
- Corporate executives
- Retirees
Fees & Compensation:
Oxford Capital Management operates on a fee-only basis, meaning that it charges a flat fee for its services and does not receive any commissions or referral fees. This fee structure ensures that the firm’s interests are aligned with its clients and eliminates potential conflicts of interest. The firm’s fees are transparent and are typically based on a percentage of assets under management.
Background:
Oxford Capital Management was founded in 2005 by John Smith, a seasoned financial professional with over 20 years of experience in the industry. John and his team of advisors have a deep understanding of the complex financial landscape and are dedicated to helping their clients navigate it successfully.
Financial Advisor Disclosures to Know:
In accordance with industry regulations, Oxford Capital Management has made the following disclosures publicly available:
- The firm has no legal or disciplinary disclosures
- The firm has no affiliations with any other financial institutions
- The advisors at the firm have all required licenses and certifications
- The firm has a fiduciary duty to act in the best interests of its clients