RH
CFP
RH
CFP

Robert Hammack

7 Years of Experience

Robert Hammack is a CFP-designated registered investment advisor at John E. Sestina and Company, based in Columbus, OH, with 7 years of industry experience. Robert 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
808 clients
Average Client Portfolio
$921K average
Assets Under Management
$744.0M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management

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.

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Location

1161 Bethel Road, Suite 201, Columbus, OH, 43220

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
John E. Sestina and Company
April 2018 - Present · 8 yrs
State Registrations1 state
OH
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.