Nicole Araya is a registered investment advisor at Seven Mile Advisory LLC, based in Denver, CO, with 3 years of industry experience. Nicole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 22 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Seven Mile Advisory's investment management fee, which includes financial planning, is either a flat fee or based on the value of your portfolio. If based on portfolio value, the fee can be up to 0.85% annually, charged quarterly in advance. The flat fee is adjusted annually for inflation, typically 3%. The firm considers factors like account size, complexity, and reporting requirements when determining the flat fee.
Location
Denver, CO
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
Seven Mile Advisory LLC
Previous Registrations
Crestone Asset Management LLC
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.