NT
NT

Nicole Tripodi

2 Years of Experience
Amherst, NY

Nicole Tripodi is a registered investment advisor at Argus Equity Partners, LLC, based in Amherst, NY, with 2 years of industry experience. Nicole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 71 clients with $53M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
71 clients
Average Client Portfolio
$750K average
Assets Under Management
$53.2M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $1.0M1.00%
$1M+0.50%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Amherst, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Nicole is a Principal and proprietor of FEDInform, consulting businesses on federal contracting best practices, spending about 10-20% of her time on it. She also works as a Business Development Manager at Xpect Solutions, providing IT solutions, dedicating approximately 65 hours per month to this role.

Employment History
Current Registrations
Argus Equity Partners, LLC
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
2903 Capital LLC
April 2023 - February 2024 · 10 mos
State Registrations1 state
TN
Advisor

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.