Samuel Gurvitch
Samuel Gurvitch is a registered investment advisor at Oxinas Partners Wealth Management, based in Jeffersonville, IN, with 23 years of industry experience. Samuel 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 (2)
Employment Separation After Allegations
February 2018Regulatory
September 2016Other Business ActivitiesSells Insurance
Samuel is a licensed insurance agent, dedicating a few hours per week to insurance sales. He also owns a real estate property services firm, is a general partner and managing member of Masana Growth Group, a limited member of Spigurose, and the owner of SDG Asset Management Group, LLC, spending nearly full-time on management, administration, and wealth management services.
Employment History
Current Registrations
Oxinas Partners Wealth Management
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
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.