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The fee is billed in advance and is negotiable.","source":"OXLER PRIVATE WEALTH ADV BROCHURE, filed 16 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Oxler Private Wealth use?","answer":"Oxler Private Wealth’s separately managed account assets are held at Pershing Advisor Solutions LLC (Jersey City, NJ), with $578M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Oxler Private Wealth have?","answer":"Oxler Private Wealth has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Oxler Private Wealth invest in?","answer":"At the end of its last fiscal year, Oxler Private Wealth’s separately managed accounts held 36% registered funds (mutual funds, ETFs, BDCs), 32% exchange-traded equities, 30% U.S. government and agency bonds and 2% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Oxler Private Wealth?","answer":"Oxler Private Wealth’s direct owners are Masahiro Yamazaki (50% to 75%) and Jessica Demler (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 16 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Oxler Private Wealth get paid?","answer":"Oxler Private Wealth is paid through a percentage of assets under management and hourly charges. 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