JF
CFA
JF
CFA
John Frankola
36 Years of Experience
Pittsburgh, PA
3 Disclosures
John Frankola is a CFA-designated registered investment advisor at Vista Investment Management, LLC, based in Pittsburgh, PA, with 36 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 185 clients with $290M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
185 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$286.3M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Pittsburgh, PA
Get directionsHistory
Regulatory History (3)
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Regulatory
November 2001Final
Employment Separation After Allegations
August 2001Investigation
March 2000Employment History
Current Registrations
Vista Investment Management, LLC
January 2003 - Present · 23 yrs 3 mos
Previous Registrations
Parker/hunter IncorporatedBroker
February 1988 - August 2001 · 13 yrs 6 mos
State Registrations4 states
CAFLNCPA
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.