Nicole Mitela is a registered investment advisor at Dipaolo Financial Group, INC., based in Lutz, FL, with 6 years of industry experience. Nicole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 408 clients with $170M 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 $250K | 1.10% |
| $250K - $500K | 1.05% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees are negotiable under certain conditions.
Fee Estimator
Location
4635 Van Dyke Road, Lutz, FL, 33558
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Dipaolo Financial Group, INC.
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations2 states
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
More Advisors
- Anthony Dipaolo, CFPDipaolo Financial Group, INC.
- Joseph Dipaolo, CFP, ChFCDipaolo Financial Group, INC.
- Michael Addessi, ChFCCetera Investment Advisers LLC
- Aaron Lyon, CFPCetera Investment Advisers LLC
- Elena Madrazo, CFPOnepoint Bfg Wealth Partners
- Daniel George, CFPOnepoint Bfg Wealth Partners