John E. Sestina and Company
Assets Under Management
$634.5M
Number of Clients
482
Number of Advisors
8
Average Client AUM
$1.3M
AUM per Advisor
$79.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
John E. Sestina and Company offers full-service financial planning and individual portfolio management. Financial planning covers personal, income, net worth, investments, business interests, insurance, retirement, dependents, and estate planning. Investment management is tailored to client goals and risk tolerance. They primarily recommend mutual funds but may use other securities.
Fee Structure
Full-service financial planning fees are fixed and based on net worth, ranging from $4,000 to $45,000 annually, billed quarterly. Individual portfolio management fees are typically 1% annually, but could be as high as 2%, based on assets under management, calculated using the average daily balance and billed monthly. Fees are negotiable. The minimum invested amount for Individual Portfolio Management is $100,000, but this may be waived.
Areas of Practice
Location
1161 Bethel Road, Suite 201, Columbus, OH, 43220
