Nicholas Troiani is a CFA-designated registered investment advisor at Purposepath Capital, LLC, based in O'Fallon, MO, with 5 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 135 clients with $63M 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 $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees for amounts over $5,000,000 are negotiable. Rates are based on a blended fee schedule.
Fee Estimator
Location
225 S Main, O'Fallon, MO, 63366
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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 Activities
Nicholas owns and manages several rental property businesses through various LLCs, including NT Squared Properties, NRC Properties, Golden Knight Real Estate, and EMG Properties. These activities take about 10-20% of Nicholas's time.
Employment History
Current Registrations
Purposepath Capital, LLC
Previous Registrations
Saxony Capital Management, LLC
Saxony Securities, INC.Broker
Edward Jones
Edward JonesBroker
First Clearing, LLCBroker
Wells Fargo Advisors, LLCBroker
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
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