Oxler Private Wealth

Oxler Private Wealth LLC is a registered investment adviser based in Rye Brook, New York, established on August 14, 2020. The firm is primarily owned by Masahiro Yamazaki and Jessica Demler. They offer discretionary portfolio management services, requiring clients to grant them discretionary authority to manage their accounts. Clients may also opt for non-discretionary portfolio management services, where approval is needed before executing transactions. Financial planning services are available, tailored to individual financial circumstances and objectives. The firm may recommend third-party money managers or a Turn-Key Asset Management Program for portfolio management. Pension consulting services are offered to employee benefit plans, focusing on plan reviews, fund selection, investment monitoring, and educational seminars. Oxler may recommend insurance products based on client financial situations. The firm advises on various securities, including equities, mutual funds, real estate, and derivatives. They do not accept performance-based fees or engage in side-by-side management. Clients include individuals, high net worth individuals, pension plans, charitable organizations, and corporations. Oxler's investment strategies include charting analysis, technical analysis, fundamental analysis, long-term and short-term purchases, margin transactions, and option writing. They also provide insights on risks associated with different types of investments. The firm charges an annual fee of 0.50% - 1.50% for portfolio management services, billed monthly in advance. They do not require prepayment of fees exceeding $1,200 six months in advance. The brochure details the firm's code of ethics, brokerage practices, account reviews, client referrals, custody practices, and voting of client securities. Oxler does not vote proxies on behalf of clients and does not have authority to vote client securities. The firm does not have any financial conditions that would prevent meeting contractual commitments. As a federally registered adviser, they are not required to respond to state registration requirements.