Samuel Dixon
Samuel Dixon is a registered investment advisor at Oxford Wealth Group, LLC, based in Orlando, FL, with 10 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 915 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Investment advisory fees range from 0% to 2% annually, charged monthly based on average daily asset value.
Fee Estimator
Location
111 N. Orange Avenue, Suite 775, Orlando, FL, 32801
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Samuel works as a financial advisor at Oxford Advisory Group, LLC, focusing on insurance sales and services. This activity takes nearly all of Samuel's time.
Employment History
Current Registrations
Oxford Wealth Group, LLC
Previous Registrations
Ae Wealth Management, LLC
USA Financial Securities Corporation
Eqis Capital Management
Foundations Investment Advisors LLC
State Registrations3 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.
Exams
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