Oxford Wealth Group, Llc
Orlando, Florida
4.8
84 Reviews
Oxford Wealth Group, LLC is a highly reputable investment advisory firm located in Orlando, FL. With a total of six offices, they have established a strong presence in the region. This small yet dynamic firm boasts four talented employees, with one dedicated to providing top-notch investment advisory services. Oxford Wealth Group, LLC stands out in the industry, as each investment advisor manages an impressive average of approximately $156,370,000 in assets under management, surpassing the industry average.
The firm's compensation structure is flexible, offering a range of options such as a percentage of assets under management a...
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Assets Under Mgmt
$156.37M
Investment Professionals
1
Locations
5
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Other Business Activities
Insurance broker or agent
Articles
Articles
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