MS
CFP · ChFC
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
646 clients
Average Client Portfolio
$365K average
Assets Under Management
$235.9M
Fee Structure
Minimum Investment:None
Financial Planning:Included in AUM fee
Financial Plan Fee:$500 - $3,000
Investment advisory fees range from 0% to 2% annually, charged monthly in arrears based on the average daily value of assets. All clients who retain the firm for investment advisory services will be assessed a one-time planning fee at the start of the relationship. Clients may also retain the firm solely for financial planning or a financial consultation. Financial planning fees are generally calculated and charged on a flat fee basis from $500 to $3,000 per engagement.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
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Advisor Information
Office location
111 N. Orange Avenue, Suite 775, Orlando, FL, 32801
Get directionsRegulatory History (1)
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Judgment / Lien
July 2011Other Business ActivitiesSells Insurance
Matthew is the band leader for The Matt Sams Band, a blues band, and earns a small income. He also sells commissionable insurance products through Oxford Advisory, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Oxford Wealth Group, LLC
June 2022 - Present · 3 yrs 7 mos
Previous Registrations
Ameriprise Financial Services, LLC
August 1997 - May 2022 · 24 yrs 9 mos
Ameriprise Financial Services, LLC Broker
August 1997 - May 2022 · 24 yrs 9 mos
Ids Life Insurance CompanyBroker
August 1997 - July 2006 · 8 yrs 11 mos
Tri-Merica Securities CorporationBroker
February 1996 - August 1997 · 1 yr 6 mos
First Montauk Securities CORP.Broker
April 1994 - December 1995 · 1 yr 8 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.