NC
NC
Nicholas Cardello
3 Years of Experience
Providence, RI
1 DisclosureBroker
Nicholas Cardello is a registered investment advisor at Barrett & Company, based in Providence, RI, with 3 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 601 clients with $530M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
601 clients
Average Client Portfolio
$881K average
Assets Under Management
$529.7M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.25% |
| $100K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.75% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
42 Weybosset St, Providence, RI, 02903
Get directionsHistory
Regulatory History (1)
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Criminal
September 2011Final Disposition
Employment History
Current Registrations
Barrett & Company
November 2022 - Present · 3 yrs 6 mos
Barrett & CompanyBroker
May 2022 - Present · 4 yrs
State Registrations3 states
MANHRI
AdvisorBrokerBoth
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
No exam information available for this advisor.