Double Bay Management & Planning

Double Bay Management & Planning is a fee-only financial planning and investment management firm established in 1998. They offer personalized financial planning and investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. The firm does not sell annuities, insurance, stocks, bonds, mutual funds, or other commissioned products. Services include financial planning, portfolio management, and pension consulting. Clients have the option for discretionary or non-discretionary management. The firm primarily uses passively-managed funds for asset allocation strategies. Keir Oxley, the sole proprietor, holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations. Keir Oxley has no disciplinary history and does not engage in other investment-related businesses. The firm's fees are based on a percentage of assets under management, hourly charges, or fixed fees. The minimum account size is $1,000,000, with an annual fee of $9,000. Double Bay Management & Planning does not receive compensation from fund companies and does not charge performance-based fees. Clients receive regular account reviews and reports, and the firm has a Business Continuity Plan in place. Keir Oxley supervises all activities of the firm.