Poxono Capital

Fee-Only (% of Portfolio)

Poxono Capital LLC offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client to guide portfolio selection. Poxono Capital also manages a private fund, Poxono Derivatives, LLC. Poxono Capital generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, hedge funds, private equity funds, ETFs, venture capital funds and private placements.

Assets Under Management$5.8M
Clients18
Advisors4
Avg. per Client$320K
Avg. per Advisor$1.4M

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

4 Advisors at this firm