Paul Caruso
Paul Caruso is a registered investment advisor at Oxinas Partners Wealth Management, based in Jeffersonville, IN, with 33 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 754 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Oxinas Partners charges a fee based on the value of your investments, up to 2.40% annually. The fee is paid monthly, in advance. The exact fee depends on the complexity of the services, the amount of assets managed, and the overall relationship. Fees may be negotiable. If Oxinas Partners recommends using independent investment managers, you will pay a separate fee to them, but the total blended fee will not exceed 2.50% annually.
Location
607 North Shore Drive, Suite 101, Jeffersonville, IN, 47130
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Regulatory History (1)
Customer Dispute
July 2001Other Business Activities
Paul is an advisor at Oxinas Partners, where he conducts stock, bond, ETF, and mutual fund research and selection. This investment-related activity takes about half of his time.
Employment History
Current Registrations
Oxinas Partners Wealth Management
Previous Registrations
M. S. Howells & CO.Broker
Edward Jones
Edward JonesBroker
Waddell & ReedBroker
Waddell & Reed
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations1 state
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.