Oscar Castro is a registered investment advisor at Saxon Financial Group, based in Houston, TX, with 2 years of industry experience. Oscar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 509 clients with $680M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable at the sole discretion of the firm. Aggregate assets under management are taken into consideration.
Fee Estimator
Location
1177 West Loop S, Suite 1825, Houston, TX, 77027
Get directionsHistory
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 →Employment History
Current Registrations
Saxon Financial Group
State Registrations1 state
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
More Advisors
- Bretton Williams, CFPSaxon Financial Group
- Ashley Trlica, CFPSaxon Financial Group
- Paul Love, ChFCSaxon Financial Group
- Thomas StaerkerSaxon Financial Group
- Brandon Ivy, CFPSaxon Financial Group
- Lauren Smith, CFPConcurrent Investment Advisors, LLC