Overview
- Headquarters
- Lindon, UT
- Total Firm Assets
- $110 million
- Average High-Net-Worth Client Portfolio Size
- $3.9 million
Fee Disclosure
Source: OXFORD WEALTH MANAGEMENT, LLC FORM ADV PART 2A (2026-06-29)
· View brochure text
Latest filing: OXFORD WEALTH MANAGEMENT, LLC FORM ADV PART 2A (2026-06-29)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.50% |
| $1,000,001 | $3,000,000 | 1.40% |
| $3,000,001 | $10,000,000 | 1.30% |
| $10,000,001 | $25,000,000 | 1.10% |
| $25,000,001 | and above | 0.65% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $15,000 | 1.50% |
| $5 million | $69,000 | 1.38% |
| $10 million | $134,000 | 1.34% |
| $50 million | $461,500 | 0.92% |
| $100 million | $786,500 | 0.79% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 92.60%
- Number of High-Net-Worth Clients
- 26
- Total Client Accounts
- 66
- Discretionary Accounts
- 64
- Non-Discretionary Accounts
- 2
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 332725
- OXFORD WEALTH MANAGEMENT, LLC FORM ADV PART 2A (2026-06-29) · View brochure text
- OXFORD WEALTH MANAGEMENT, LLC FORM ADV PART 2A (2026-06-29) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗