Mark Sisto is a CFP-designated registered investment advisor at Sisto Investment Advisory, LLC, based in Roseville, CA, with 21 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 47 clients with $55M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $750K | 0.75% |
| $750K - $1.0M | 0.65% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.40% |
| $5M+ | 0.20% |
Fees are negotiable. There is a minimum annual fee of $2,500.
Fee Estimator
Location
970 Reserve Drive, Suite 204, Roseville, CA, 95678
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Mark is a Certified Public Accountant (CPA) and provides accounting services through Sisto CPA Group, Inc., including income tax planning and preparation. Financial planning services may be provided to clients receiving traditional accounting services.
Employment History
Current Registrations
Sisto Investment Advisory, LLC
Previous Registrations
Sisto Investment Advisory, LLC
Gonzales & Sisto, LLP
State Registrations1 state
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