Daniel Phelps
Advisor at Oxford Capital
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Oxford Capital
Location
West Lafayette, IN 47906
Credentials
Series 65, Series 66
Industry experience
12 years
About
Daniel Phelps is a financial advisor at Oxford Capital with 12 years of industry experience. He holds the Series 65 and Series 66 credentials and has been associated with Foster Phelps Asset Management PLLC since 2012. Oxford Capital Management LLC serves individual and high-net-worth clients by providing investment coaching for employer-sponsored retirement plans and a broad range of financial planning services. The firm employs asset-allocation principles and Modern Portfolio Theory, combining passive and active investment vehicles, and operates exclusively through a Schwab-based wrap-fee program for portfolio management.
Expertise
Based on Oxford Capital
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Business ownership considerations
Retirement withdrawal strategies
General estate planning guidance
Fee options
<$500,000 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.25%
Fee-only: Investment coaching fees: Assets < $100,000 = No charge; $100,000 to $1,000,000 = $200 per meeting; $1,000,000 to $10,000,000 = $300 per meeting; Wrap Fee Program with tiered annual fees as above.
Location
1282 Win Hentschel Blvd., Suite 1300
West Lafayette, IN 47906
Most active in
Daniel P has reported serving >5 clients in these states in the last 12 months.
Indiana
Work history
Foster Phelps Asset Management PLLC (160531)
2012 - Present (14 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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