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Oxford Financial Group, Ltd
Carmel, Indiana
Oxford Financial Group, Ltd, headquartered in Carmel, IN, is a reputable regional investment advisory firm that caters to a diverse clientele. With over 50 individual clients, they currently oversee an impressive $15,587,909,000 in assets under management. The company's extensive network comprises seven offices strategically located across the region.
As an investment advisory firm, Oxford Financial Group, Ltd offers a range of compensation structures tailored to meet the unique needs of their clients. These structures include a percentage of assets under management, as well as fixed fees, ensuring flexibility and transparency in...see more
Assets Under Mgmt
$15.59B
Investment Professionals
33
Locations
6
% 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
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Reviews for Oxford Financial Group, Ltd
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