John E. Sestina and Company offers comprehensive financial planning, including retirement, tax, estate, and insurance planning. They also manage investment portfolios based on individual client needs, objectives, and risk tolerance. The firm provides educational seminars and workshops. They primarily recommend mutual funds but may use other securities to diversify portfolios.
Assets Under Management$740M
Clients808
Advisors8
Avg. per Client$920K
Avg. per Advisor$93M
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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