Nicholas Appelo is a registered investment advisor at Capco Asset Management, LLC, based in Jacksonville, FL, with 4 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 98 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
For the partnership, clients can choose between the 1.5% fee or an incentive reallocation of 20% of profits. Capco does not negotiate fees or give discounts, but may choose to charge no fee in special circumstances.
Fee Estimator
Location
Jacksonville, FL
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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 →Employment History
Current Registrations
Capco Asset Management, LLC
Previous Registrations
Capco Asset Management, LLC
Evercore Group L.L.C.Broker
State Registrations1 state
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