Brian Coxon
Brian Coxon is a registered investment advisor at Oxinas Partners Wealth Management, based in Louisville, KY, with 16 years of industry experience. Brian 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
4175 Westport Road, Suite 100, Louisville, KY, 40207
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2013Other Business ActivitiesSells Insurance
Brian owns several businesses, including Brian C. Coxon, LLC (formed for tax purposes), Coxon Home, LLC (real estate), Oxinas Partners, LLC (RIA, taking nearly full-time), Brian Coxon Insurance (insurance sales), Coxwag LLC (commercial property), and BEEG LLC (restaurant/brewery). Brian dedicates minimal time to the tax LLC and BEEG LLC, a few hours per week to real estate and insurance sales, and nearly full-time to the RIA.
Employment History
Current Registrations
Oxinas Partners Wealth Management
Previous Registrations
M. S. Howells & CO.Broker
Waddell & ReedBroker
Waddell & Reed
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
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.