William Reube is a registered investment advisor at Poxono Capital, based in New Hope, PA, with 2 years of industry experience. William 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
New Hope, PA
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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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William is involved with RM Fund I, LLC, a Pennsylvania LLC holding his real estate investments. He spends minimal time on accounting procedures for this business.
Employment History
Current Registrations
Poxono Capital
Previous Registrations
New Albion Partners 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.