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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 646 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Oxford Wealth charges a percentage of your portfolio each year for investment advice, ranging from 0% to 2%. The specific fee is based on the average daily value of your investments and is deducted monthly. All clients who retain Oxford Wealth for investment advisory services will be assessed a one-time planning fee at the start of the relationship. The fee is negotiated in advance with each client and will be based on such factors as the complexity of the client’s financial situation, nature of the services to be provided, estimate of the time needed to complete the project and their overall relationship with our firm.
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.