Our fees are explicit and published and correlate closely to the investment advisory fees Oxford employs for investment advice.
Professional trustee services provide the successful execution critical to achieving the goals of your asset transfer and protection plans.
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.
Oxford employs the same commitment to independent, unbiased trust services to meet your family’s needs as our other offerings.
View Part 2 of Oxford’s current Form ADV.
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