Wilder Harvard is a CFA-designated registered investment advisor at Poxono Capital, based in New York, NY, with 14 years of industry experience. Wilder operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 18 clients with $5.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Poxono Capital offers portfolio management services with fees calculated as a percentage of the value of your investments. The fee is calculated on a blended rate based on the amount you invest. The fees are negotiable. Fees are paid monthly in advance.
Location
26 East 93rd Street, Apartment 6C, New York, NY, 10128
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Poxono Capital
Previous Registrations
Alliancebernstein Investments, INC.Broker
Blackrock Investments, LLCBroker
Perella Weinberg Partners LPBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. LLCBroker
Banc of America Securities LLC
Banc of America Securities LLCBroker
State Registrations5 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.