Oxford Financial Group, LTD.

Oxford is truly a fee-only wealth advisor—we do not sell products and we do not accept any commissions that might influence the recommendations we provide. We do not have any affiliations with banks, investment managers, broker/dealers or administrative service providers. Our fee process reflects our complete focus on independence and objectivity.

Family Office Service Fees—PFP Comprehensive Fee

The PFP comprehensive fee is quoted on a project basis and covers projected time and expense associated in working for a twelve-month period. A 50 percent deposit of the initial PFP comprehensive fee is due once the client has agreed to the financial planning relationship. The balance of the PFP fee is billed to the client within 180 days of the start of the relationship.

Investment Consulting Services

Investment Consulting Services fees are invoiced quarterly in advance and are based on a percentage of assets. Client asset values are generally consolidated by asset class including equity/balanced, fixed income and miscellaneous/alternative investments and follow a tiered structure which declines as the asset total increases. Fees on private placement/alternative investments are based on fair market value when available.