TrueAdvisor
TrueAdvisor
JF
CFA
JF
CFA

John Daniel Frankola

Vista Investment Management, LLC
36 Years of Experience
3 Disclosures
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementHigh Net Worth
Vista Investment Management, LLC
Compensation
Fee-Only (AUM)
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
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.00%
$500K - $2.0M0.75%
$2M+0.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

Pittsburgh, PA

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
November 2001
Final
Employment Separation After Allegations
August 2001
Investigation
March 2000
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Vista Investment Management, LLC
January 2003 - Present · 23 yrs 1 mo
Previous Registrations
Parker/hunter IncorporatedBroker
February 1988 - August 2001 · 13 yrs 6 mos
State Registrations5 states
CAFLLANCPA
Advisor
Exams
No exam information available for this advisor.