Nicholas Rotello is a CFA-designated registered investment advisor at 7two, based in Denver, CO, with 10 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 59 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SevenTwo's investment advisory fees are paid quarterly and can be a flat fee or a percentage of the value of your portfolio. The specific fee depends on the complexity of the services, the amount of assets managed, and the overall relationship with SevenTwo. Investment advisory fees do not exceed 1.5% annually. Fees may be negotiable at SevenTwo's discretion.
Location
100 Fillmore Street, 5th Floor, Denver, CO, 80206
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
7two
Previous Registrations
Seven Two Partners
Seven Two Partners
Seven Two Partners
Innovest Portfolio Solutions LLC
Seven Two Partners LLC
State Registrations1 state
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.