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How does the advisor help clients – Key Takeaways:
OXLER PRIVATE WEALTH provides expert financial guidance and advice to clients to help them achieve their financial goals. With years of experience and a team of knowledgeable advisors, OXLER PRIVATE WEALTH offers a range of financial services and caters to various client types.
Facts and Insights
As of 2021, OXLER PRIVATE WEALTH manages over $500 million in assets and has a team of 10 experienced advisors. The company has been in business for over 15 years, providing top-notch financial services to clients.
OXLER PRIVATE WEALTH believes in the power of financial planning and helps clients create customized financial plans to suit their unique needs and goals. By offering personalized solutions and constant monitoring of the market, OXLER PRIVATE WEALTH ensures that clients’ financial goals are always at the forefront.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15+ years |
Financial Services Offered
OXLER PRIVATE WEALTH offers a comprehensive range of financial services to help clients achieve their financial goals. These services include but are not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
OXLER PRIVATE WEALTH caters to a diverse range of clients including individuals, families, and small businesses. The company works closely with each client to understand their specific needs and tailor financial solutions accordingly.
Fees & Compensation
OXLER PRIVATE WEALTH operates on a fee-based compensation structure, meaning that clients are charged a percentage of their assets under management as a fee. This ensures that the company’s success is directly tied to the success of their clients’ investments.
Background
OXLER PRIVATE WEALTH was founded in 2005 by John Oxler, a highly experienced and knowledgeable financial advisor. The company prides itself on its team of expert advisors who have a deep understanding and passion for financial planning and investment management.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important to be aware of potential conflicts of interest. OXLER PRIVATE WEALTH may receive commissions or fees for certain investment products, but the company always prioritizes the best interest of their clients above their own.
Overall, OXLER PRIVATE WEALTH is a reputable and trustworthy financial advisor that puts their clients’ interests first. With years of experience, a wide range of services, and a team of expert advisors, OXLER PRIVATE WEALTH is an excellent choice for anyone seeking financial guidance and support.