Kimberli Jean Marino
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $7.0M | 0.65% |
| $7.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fee schedule is for 100% equity accounts. Fees are negotiable.
Fee Estimator
Investment management fees are negotiated and based on a percentage of assets under management. The firm also has a few clients who pay a fixed fee. Fees are typically invoiced quarterly, in advance, based on the quarter-end valuation. The brochure provides examples of fee schedules based on asset allocation (100% equity, 100% fixed income, and a 60/40 blended example). These fees are annual rates and are negotiable. Clients also pay transaction and custodial fees to their custodian. Guyasuta may invest in mutual funds and ETFs, where clients will pay embedded management fees.
Areas of Practice
Advisor Information
Office location
285 Kappa Drive, Suite 220, Pittsburgh, PA, 15238
Get directionsRegulatory History
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