Nicole Capuano
Nicole Capuano is a registered investment advisor at Guidici Wealth Management LLC, based in Warwick, RI, with 1 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 64 clients with $14M 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 | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable and may be lower than the standard fee shown.
Fee Estimator
Location
250B Centerville Road, Warwick, RI, 02886
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 →Other Business ActivitiesSells Insurance
Nicole works as a Vice President/Relationship Manager at GPS Retirement, focusing on retirement and insurance-related activities. This role, involving insurance sales and client relations, takes about half of her time.
Employment History
Current Registrations
Guidici Wealth Management LLC
State Registrations1 state
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