DO
CFP
DO
CFP

Derek Michael Oxford

19 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
3,276 clients
Average Client Portfolio
$811K average
Assets Under Management
$2.7B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $3.0M1.50%
$3.0M - $5.0M1.00%
$5M+0.75%

All fees are subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

205 East Orange Street #310, Lakeland, FL, 33801-4611

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Cps Investment Advisors
August 2008 - Present · 17 yrs 6 mos
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
June 2005 - September 2007 · 2 yrs 3 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.