Anthony Payne is a CFP-designated registered investment advisor at John E. Sestina and Company, based in Columbus, OH, with 9 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 808 clients with $740M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
John E. Sestina and Company manages investment portfolios for an annual fee, typically 1% of the portfolio's value. In some cases, this fee could be as high as 2%. The fee is calculated based on the average daily balance of the account and is negotiable. This fee is included as part of the annual Full Service Financial Planning Fee.
Contact
Anthony Payne
Location
1161 Bethel Road, Suite 201, Columbus, OH, 43220
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
John E. Sestina and Company
State Registrations1 state
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