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Professional Fees

Oxford Financial Group, Ltd.^TM employs the same commitment to independent,
unbiased trust services to meet your family’s needs as our other offerings.

Our fees are explicit and published and correlate closely to the investment advisory fees Oxford employs for investment advice.

This fee structure allows for alignment of your interests with the investment decisions which are so critical in the trust structure.
The fee is not based on hourly fees or expenses, although they are considered.
The fee is designed to ensure that you have the access you need to our team of professionals, ensuring flawless execution of any trust-related strategy you choose to employ.

Trustee Services

Professional trustee services provide the successful execution critical to achieving the goals of your asset transfer and protection plans.

Other Fiduciary Roles

Trustee and Personal Representative roles are only part of the professional services you might need to ensure flawless execution of your asset transfer and asset protection plans.