Advisor at PurposePath Capital, LLC
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Firm
PurposePath Capital, LLC
Location
O'fallon, MO 63366
Credentials
CFA®, Series 63, Series 66
Industry experience
4 years
Nicholas Troiani is a CFA® charterholder with four years of industry experience. He is the sole advisor at PurposePath Capital, LLC and has previously worked at Saxony Capital Management, Saxony Securities, Edward Jones, and Wells Fargo. Outside of his advisory role, he is involved as a managing partner and part owner in several property management businesses. PurposePath Capital provides portfolio management and financial planning services to individuals, high-net-worth clients, business entities, and 401(k) plans. The firm employs model portfolios guided by modern portfolio theory and uses ETFs and mutual funds, often delegating management to outside specialists while maintaining oversight.
Based on PurposePath Capital, LLC
Based on PurposePath Capital, LLC
Financial planning services and coaching services offered as fixed fees starting at $2,500 annually, negotiable based on complexity.
$0 - $250,000.00: 1.50% $250,000.01 - $1,000,000.00: 1.00% $1,000,000.01 - $2,000,000.00: 0.75% $2,000,000.01 - $5,000,000.00: 0.50% $5,000,000.01+: Negotiable
Fee-only: Portfolio management fees payable quarterly in arrears, generally deducted directly from account; financial planning fees generally starting at $2,500 annually, billed quarterly in arrears with possibility of advance billing up to half first year fee; fees negotiable.
225 S Main
O'fallon, MO 63366
Missouri
PurposePath Capital, LLC
2025 - Present (1 year)
Saxony Capital Management
2024 - 2025 (1 year)
Saxony Securities, Inc.
2023 - 2025 (2 years)
EMG Properties, LLC.
2022 - Present (4 years)
Edward Jones
2021 - 2022 (1 year)
Credit One Bank
2021 - 2021 (1 year)
Golden Knight Real Estate, LLC
2020 - Present (6 years)
NRC Properties, LLC
2019 - Present (7 years)
NTSquared Properties I, LLC
2019 - Present (7 years)
NT Squared Properties II, LLC
2019 - Present (7 years)
NTSquared Properties, LLC
2018 - Present (8 years)
Wells Fargo
2012 - 2021 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Quincy, IL
Keybridge Capital
Series 63, Series 65
Quincy, IL
O'Connor Financial Group LLC
CFP®, Series 66
Quincy, IL
PurposePath Capital, LLC
Series 63, Series 65
Quincy, IL
O'Connor Financial Group LLC
CFP®, Series 63, Series 65
Quincy, IL
O'Connor Financial Group LLC
Series 63, Series 65
Payson, IL
Blackbay Capital Advisors LLC
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