Edward
Budd
Oxbow Advisors, LLC
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About this Advisor
Edward Budd is a certified financial planner operating out of Austin, Texas with 1 year of relevant experience. Budd works at Oxbow Advisors, LLC. Throughout their career, they have worked at Carson Group, Cwm, LLC, Regions Bank, Merrill Lynch, Student and Oxbow Advisors, LLC. Budd is registered to advise clients in Texas. Oxbow Advisors, LLC is a financial advisory business based in Austin, TX. The investment advisory business has offices in three locations and a total of 13 people on staff. It administers $2 billion in assets under management among its 1,456 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises nine charities and foundations. Of its 1,456 customer accounts, 41% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The business provides a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fees billed by Oxbow Advisors, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oxbow Advisors, LLC Brokerage Details
$1,778,335,240
13
1,456
$1,221,384
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Edward Budd Work History
Edward has been registered as a financial advisor for 1 years.*
Oxbow Advisors, LLC
Cwm, LLC
Carson Group
Regions Bank
Regions Bank
Regions Bank
Regions Bank
Merrill Lynch
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Edward Budd to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Oxbow Advisors, LLC
Houston, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Houston, TX
Austin, TX
San Antonio, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
