Joey Oxford is a registered investment advisor at Capital Wealth Planning, LLC, based in Naples, FL, with 29 years of industry experience. Joey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,690 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Wealth Planning's investment management fee will not exceed 1.75% of the value of your portfolio each year. The fee is negotiable. The billing method (in advance or in arrears) is determined by client preference. CWP only reduces or waives advisory fees for employees and their family members.
Location
9015 Strada Stell Ct, Suite 203, Naples, FL, 34109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joey sells life, health, disability, annuities, and long-term care insurance products with various companies since 2019. This takes a few hours per week, with about half of that time during trading hours.
Employment History
Current Registrations
Capital Wealth Planning, LLC
Previous Registrations
Cetera Advisor Networks LLC
Cwm, LLC
Cetera Advisor Networks LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Fidelity Personal Trust Company, Fsb
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Rauscher Pierce Refsnes, INC.Broker
Fortis Investors, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.