CM
CFP

Caelan Angus Mccarthy

8 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
4 advisors
Number of Clients
179 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$373.3M

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $3.0M1.00%
$3.0M - $5.0M0.85%
$5M+0.75%

For Equity and Balanced assignments (except Growth, Concentrated Growth, Core Growth and Young Enterprise Shares (YES) strategies).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

Princeton Capital charges a fixed-percentage annual fee based on assets under management, payable quarterly in advance. Fees may be negotiable based on circumstances. Clients incur brokerage, custodial, and other transaction costs. Wrap program fees are determined on a case-by-case basis with each broker-dealer. Certain minimum fees may apply. Fees may be reduced or waived for certain accounts, non-profit organizations, officers, employees, family members, and related entities. Legacy clients may have different fee schedules.

Areas of Practice
Investment Management
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Advisor Information

Office location

331 Newman Springs Road, Suite 133, Red Bank, NJ, 07701-1074

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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
Princeton Capital Management LLC
October 2023 - Present · 2 yrs 3 mos
Previous Registrations
Condor Capital Wealth Management
December 2020 - August 2023 · 2 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2017 - October 2020 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
April 2017 - October 2020 · 3 yrs 6 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.