Nicole Caizzo is a registered investment advisor at Jfg Family Office, based in Denver, CO, with 11 years of industry experience. Nicole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Estate Planning, and 5 more. Their firm serves 164 clients with $4.5B 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 | 0.75% |
| $30M+ | 0.40% |
Fees are generally non-negotiable, but the firm reserves the right to negotiate lower fees at its discretion. Existing clients may pay under historical fee schedules.
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.
Exams
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