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CFA
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CFA

John Frankola

Vista Investment Management, LLC
37 Years of Experience
Pittsburgh, PA
3 Disclosures
View SEC Summary
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John Frankola is a CFA-designated registered investment advisor at Vista Investment Management, LLC, based in Pittsburgh, PA, with 37 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 189 clients with $320M in assets under management.

Vista Investment Management, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
189 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$323.9M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual 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
—
View Full SEC Brochure

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 9 mos
Previous Registrations
Parker/hunter IncorporatedBroker
February 1988 - August 2001 · 13 yrs 6 mos
State Registrations5 states
CAFLNCPATX
Advisor

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Exams
No exam information available for this advisor.
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