Top financial advisors in Jeffersonville, IN
We’ve curated a list of the best financial advisors in Jeffersonville, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$227,087,084
Number of advisors
11 advisors
| $227,087,084 | 11 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Jeffersonville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Jeffersonville. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Oxinas Partners Wealth Management
Oxinas Partners, LLC dba Oxinas Partners Wealth Management is a registered investment advisor established in January 2018 and based in Jeffersonville, IN. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. As a fiduciary, Oxinas Partners upholds a duty of loyalty, fairness, and good faith towards each client. The firm provides customized investment advisory solutions through continuous personal client contact, offering discretionary and nondiscretionary investment management services. Investment portfolios typically consist of low-cost, diversified mutual funds and/or exchange-traded funds, with the option to include individual stocks, bonds, real estate investment trusts, private investments, and more. Oxinas Partners primarily focuses on long-term investment strategies but may make adjustments based on client objectives or market conditions. The firm's fee structure includes annual investment advisory fees ranging up to 2.40%, with fees based on factors like service complexity and asset levels. Additionally, Oxinas Partners offers financial planning services on an hourly or fixed-fee basis, with fees up to $250 per hour. The firm may recommend the use of independent managers or platforms for investment management, such as Adhesion Wealth, which provides managed account solutions. Oxinas Partners does not charge performance-based fees and does not manage proprietary investment funds. The firm emphasizes transparency, communication, and client education, encouraging clients to review the provided materials and engage in discussions about their financial goals and investment strategies. For more information, clients can contact Oxinas Partners at (812) 725-8649 or visit their website at www.oxinaspartners.com.
$227,087,084 under management
11 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Jeffersonville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Jeffersonville. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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