Oxford Financial Partners works with a wide range of clients, and we want to work with you no matter where you are in your retirement journey. Whether you’ve just begun to think about retirement or are on the cusp of starting this next exciting chapter in your life, we want to partner with you to help assess where you are and work with you to make your goals a reality.
Oxford Financial Partners is a fee-only firm. Our sole sources of compensation are the fees paid to us by you. Acting as your fiduciary, we work only for you.
We follow a unique system called The Partnering Process℠ when providing lifetime financial guidance to you. The complete Partnering Process is delivered under two separate agreements, each with its own fee structure:
- Partnering Agreement
- Investment Advisory Agreement
All client relationships begin with the Partnering Agreement so that we may better understand your goals and tailor a plan to help you achieve them. Upon completion of the Planning Phase, you may choose to hire us to implement your plan under an Investment Advisory Agreement. Oxford will not accept any Investment Advisory clients who have not completed the Planning Phase.
Investment Advisory Agreement
Partnering Process services covered
Planning and Review Phases
1.25% on the first $100,000 of assets held at Oxford3, plus
1.00% on assets between $100,000 and $300,000, plus
0.75% on assets between $300,000 and $1 million, plus
0.50% on assets between $1 million and $2 million, plus
0.25% on all assets thereafter
Fees paid by
Credit card or ACH
|Deducted from investment account|
$5,000 per account registration
- Partnering Agreement Fee is waived once assets with Oxford exceed $500,000.
- Subject to 12-month minimum commitment.
- All accounts in the same household are aggregated for purposes of determining assets held at Oxford, resulting in lower prices for clients.
Oxford’s fees may not be changed without client’s written authorization.
In addition to the advisory fees paid to Oxford, clients may incur additional platform costs related to custody, trading, processing and reporting. The underlying investment vehicles recommended by Oxford may also assess their own management fees or other transactions costs. These costs will be disclosed to the client, but are the client’s responsibility. Oxford does not control these fees or share in them.
Oxford Financial Partners reserves the right to make exceptions to the standard advisory fee schedule noted above. Legacy clients may be paying fees to Oxford under different arrangements than those above.