From self-directed trading to fiduciary wealth management to tax-optimized retirement accounts — Oxnard gives you every tool, every resource, and every credential to build and protect long-term wealth. Backed by SIPC protection, industry-leading security, and transparent pricing.
Whether you trade actively, prefer a set-it-and-forget-it approach, or want a dedicated CFP® professional managing every detail — we have a platform engineered to deliver exactly what you need, with transparent fees and no hidden surprises.
Self-directed online trading with CHF 0 stock & ETF commissions, real-time streaming quotes, advanced charting, and Level 2 market data.
Automated, low-cost investing with diversified ETF portfolios, automatic rebalancing, tax-loss harvesting, and just a 0.25% annual advisory fee.
A dedicated CERTIFIED FINANCIAL PLANNER™ professional builds and manages a custom plan — fiduciary standard, no compromises.
Traditional IRAs, Roth IRAs, SEP IRAs, and 401(k) rollovers with a CHF 2,500 welcome bonus and tax-advantaged compounding growth.
Oxnard investing platforms are consistently top-rated by Barron's, NerdWallet, and Kiplinger's for pricing, tools, and customer experience. No account minimums. No inactivity fees. No surprises.
A professional-grade trading platform built for active investors and beginners alike. Stream real-time quotes, analyze with 100+ technical indicators, trade options spreads, and settle instantly — all with zero commissions on stocks, ETFs, and options.
The smarter way to invest passively. Our algorithm builds a globally diversified ETF portfolio matched to your risk tolerance, timeline, and goals — then automatically rebalances, tax-loss harvests, and reinvests dividends. No work. No stress. Just compounding.
For clients who want high-touch, fiduciary-level wealth management. Your personal CFP® professional manages everything — investments, taxes, retirement income planning, insurance review, education funding, estate coordination — and meets with you quarterly to review progress.
Traditional IRAs, Roth IRAs, SEP IRAs, SIMPLE IRAs, and 401(k) rollovers — all with zero account fees, zero commissions, and a CHF 2,500 qualifying bonus. Choose self-directed trading, Robo Advisor, or Wealth Management inside any IRA.
A transparent, apples-to-apples comparison of every Oxnard investing platform so you can select with full confidence.
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Robo Advisor
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Wealth Mgmt.
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| Best For | Active traders & DIY investors | Passive, set-it-and-forget-it | Hands-off, complex finances | Tax-advantaged growth |
| Stock / ETF Commissions | CHF 0 — unlimited | Included in 0.25% fee | Included in AUM fee | CHF 0 — unlimited |
| Minimum to Open | CHF 0 | CHF 0 | CHF 100,000 AUM | CHF 0 |
| Advisory / Account Fee | CHF 0 — no monthly fees | 0.25% / year (no minimum $) | 0.40–1.00% AUM, tiered | CHF 0 — no account fees |
| Human Advisor Access | Phone support only | Unlimited chat & phone | ✓ Dedicated CFP® professional | Depends on underlying platform |
| Portfolio Management | You — 100% self-directed | ✓ Automated algorithm | ✓ CFP® + team — fiduciary | Choose self, robo, or advisor |
| Tax-Loss Harvesting | Optional tools | ✓ Daily — automatic | ✓ Custom direct indexing | Available in Roth/Trad IRA |
| Automatic Rebalancing | No — you manage | ✓ Drift-based thresholds | ✓ Continuous, by team | Depends on platform |
| Financial Planning | Basic calculators | Goal-based tracking | ✓ Comprehensive written plan | Retirement + RMD calculators |
| SIPC Protection | ✓ Up to CHF 500,000 | ✓ Up to CHF 500,000 | ✓ Up to CHF 500,000 + excess policy | ✓ Up to CHF 500,000 |
Choose your platform, pick taxable or IRA, verify identity, fund, and start investing. Oxnard Wealth Advisors is an SEC-registered investment adviser — every relationship is fiduciary, every fee is transparent.
Investment advisory services offered through Oxnard Wealth Advisors, LLC, an SEC-registered investment adviser and fiduciary. SIPC insurance up to CHF 500,000. Excess SIPC coverage through Lloyd's of London up to CHF 37.5M total aggregate. Past performance does not guarantee future results.