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Stewart Rickenbach

1 Year of Experience
New Hope, PA

Stewart Rickenbach is a registered investment advisor at Poxono Capital, based in New Hope, PA, with 1 years of industry experience. Stewart 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
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
Clean regulatory record

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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Employment History
Current Registrations
Poxono Capital
January 2025 - Present · 1 yr 4 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.