Jacob Stinson is a registered investment advisor at Oxford Wealth Group, LLC, based in Orlando, FL, with 4 years of industry experience. Jacob 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.
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Jacob is a sole proprietor involved in short-term and long-term real estate rentals in Tampa, FL since March 2017. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Oxford Wealth Group, LLC
Previous Registrations
Walser Wealth Management Company, a Limited Liability Company
Proxy Wealth Advisors LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations1 state
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