Nicole Caizzo is a registered investment advisor at Jfg Family Office, based in Denver, CO, with 10 years of industry experience. Nicole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 48 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $30.0M | Included |
| $30M+ | 0.35% |
JFG is paid a fixed fee of $250,000 until the client's assets under management reach $30,000,000. Thereafter, JFG's fee is 0.35% of assets under management that exceed $30,000,000. Fees are generally non-negotiable, although JFG reserves the right to negotiate the fees lower.
Fee Estimator
Location
1144 Fifteenth Street, Suite 3950, Denver, CO, 80202
Get directionsHistory
Regulatory History (1)
Criminal
August 2006Employment History
Current Registrations
Jfg Family Office
Previous Registrations
Jfg Wealth Management, LLC
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Wells Fargo Advisors, LLCBroker
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.