How does OXLEY CAPITAL MANAGEMENT, LLC help clients – Key Takeaways:
When it comes to managing finances, individuals and businesses often seek the expertise of financial advisors to help them navigate the complex world of investments. OXLEY CAPITAL MANAGEMENT, LLC offers a wide range of financial services to assist their clients in achieving their financial goals. Here are some key takeaways on how this advisor helps their clients:
- Provides personalized financial planning and investment management services
- Offers a team of experienced financial experts
- Utilizes a holistic approach to financial planning, taking into account all aspects of a client’s financial situation
- Emphasizes transparency, open communication, and education in their client relationships
Facts and Insights
Based in New York City, OXLEY CAPITAL MANAGEMENT, LLC has been in business since 2008. The firm currently manages over $500 million in assets and has a team of 10 advisors. They serve a diverse clientele, including high net worth individuals, small businesses, and non-profit organizations.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Since 2008 |
Financial Services Offered
OXLEY CAPITAL MANAGEMENT, LLC offers a wide range of financial services to meet their clients’ needs. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
Client Types
The firm serves a diverse range of clients, including:
- High net worth individuals
- Small businesses
- Non-profit organizations
Fees & Compensation
OXLEY CAPITAL MANAGEMENT, LLC charges a percentage of assets under management as their fee. This fee structure aligns the advisor’s interests with their clients’ as they only earn more if their clients’ investments increase in value. The firm is transparent about their fees and discloses them to clients upfront.
Background
The team at OXLEY CAPITAL MANAGEMENT, LLC brings a wealth of experience and expertise to their clients. They are led by founder and CEO John Oxley, who has over 30 years of experience in the financial industry. The firm’s advisors have diverse backgrounds and qualifications, including MBAs, CFPs, and CPAs.
Financial Advisor Disclosures to Know
When choosing a financial advisor, it’s important to be aware of any disclosures or disciplinary actions on their record. As of the date of this article, OXLEY CAPITAL MANAGEMENT, LLC has no disclosures or disciplinary actions to report. The firm prides itself on maintaining high ethical standards and providing top-notch service to their clients.