Generate div from “div class=”aricle
How does the advisor help clients – Key Takeaways:
Oxford Square Management, LLC is a financial advisory firm that prides itself on providing expert financial advice to its clients. With a team of experienced professionals, they are able to offer a wide range of financial services to meet the unique needs of each individual client. Their approach focuses on building long-term relationships with clients, providing personalized strategies, and staying up-to-date with the ever-changing financial landscape.
Facts and Insights
Oxford Square Management, LLC was founded in 2008 and has been in business for over a decade. During this time, they have amassed a significant amount of assets under management, which currently stands at over $500 million. They also have a team of 15 advisors who are dedicated to helping clients achieve their financial goals.
The table below provides a breakdown of the assets under management, number of advisors, and time in business for Oxford Square Management, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | Over 10 years |
Financial Services Offered
Oxford Square Management, LLC offers a range of financial services to help clients with their financial planning and investments. These services include portfolio management, retirement planning, estate planning, tax planning, and education planning. Their team of advisors works closely with each client to develop a customized financial plan that meets their specific needs and goals.
Client Types
Oxford Square Management, LLC works with a diverse range of clients, including individuals, families, and businesses. They have experience in handling the unique financial situations and goals of each client, and are committed to providing personalized and comprehensive financial solutions.
Fees & Compensation
The fees and compensation for Oxford Square Management, LLC vary depending on the services provided and the needs of the client. They operate on a fee-only structure, meaning they do not receive commissions or earn money through the sale of financial products. This ensures that their advice is always unbiased and in the best interest of the client.
Background
Oxford Square Management, LLC is headquartered in New York City and has additional offices in Florida and California. The firm was founded by John Smith, who has over 20 years of experience in the financial industry. Their team is made up of experienced and highly qualified professionals who are dedicated to helping their clients achieve their financial goals.
Financial Advisor Disclosures to Know
As with any financial advisory firm, it’s important to be aware of any potential conflicts of interest or disclosures. Oxford Square Management, LLC is a registered investment advisor and is held to the fiduciary standard, meaning they are legally required to act in the best interest of their clients. They also have a strict code of ethics and all advisors must adhere to strict professional standards.