Oxford Financial Group Fees & Minimum

Overview

Headquarters: Carmel, IN
Total Firm Assets: $23.3 billion
Average High-Net-Worth Client Portfolio Size: $25.1 million

Fee Disclosure

Source: OXFORD FINANCIAL GROUP LTD. FORM ADV PART 2A MARCH 2026 (2026-03-31) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$5,000,000	1.00%
$5,000,001	$10,000,000	0.70%
$10,000,001	and above	0.50%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$50,000	1.00%
$10 million	$85,000	0.85%
$50 million	$285,000	0.57%
$100 million	$535,000	0.54%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 59.38%
Number of High-Net-Worth Clients: 551
Total Client Accounts: 6,593
Discretionary Accounts: 5,201
Non-Discretionary Accounts: 1,392

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 105303

OXFORD FINANCIAL GROUP LTD. FORM ADV PART 2A MARCH 2026 (2026-03-31) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Oxford Financial Group, Ltd.