RT
CFP
RT
CFP
Roxanne Theodoropoulos
14 Years of Experience
Oxford, FL
2 DisclosuresSells Insurance
Roxanne Theodoropoulos is a CFP-designated registered investment advisor at Capstonewealth, based in Oxford, FL, with 14 years of industry experience. Roxanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 55 clients with $23M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
55 clients
Average Client Portfolio
$421K average
Assets Under Management
$23.1M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
11031 N Us Hwy 301, Suite 103, Oxford, FL, 34484
Get directionsHistory
Regulatory History (2)
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Regulatory
January 2017Final
Criminal
December 2014Final Disposition
Other Business ActivitiesSells Insurance
Roxanne works as an insurance agent with American Senior Benefits, selling life insurance, Medicare, and annuities. This takes nearly full-time hours.
Employment History
Current Registrations
Capstonewealth
May 2024 - Present · 2 yrs
Previous Registrations
Gradient Advisors, LLC
December 2020 - May 2024 · 3 yrs 5 mos
USAA Financial Planning Services
March 2008 - May 2017 · 9 yrs 2 mos
USAA Financial Advisors, INC.Broker
February 2008 - May 2017 · 9 yrs 3 mos
State Registrations1 state
FL
Advisor
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.
Exams
No exam information available for this advisor.