Connor Mcnicholas

3 Years of Experience

New Hope, PA

1 Disclosure

Connor Mcnicholas is a registered investment advisor at Poxono Capital, based in New Hope, PA, with 3 years of industry experience. Connor 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.

Poxono Capital

Compensation

Fee-Only (% of Portfolio)

Firm Size

4 advisors

Number of Clients

18 clients

Average Client Portfolio

$321K average

Assets Under Management

$5.8M

Fee Structure

Minimum Investment:None

Investment management only (planning not offered)

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.

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Location

New Hope, PA

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History

Regulatory History (1)

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Criminal

August 2011

Final Disposition

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Employment History

Current Registrations

Poxono Capital

June 2024 - Present · 1 yr 11 mos

Previous Registrations

Dillon Capital Management

July 2022 - May 2024 · 1 yr 10 mos

State Registrations5 states

NJNYPATNTX

Advisor

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

No exam information available for this advisor.

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