Stephen Lukan is a CFP-designated registered investment advisor at John E. Sestina and Company, based in Columbus, OH, with 10 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 808 clients with $740M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standalone investment management typically charges a 1% annual fee, and can be as high as 2% based on client assets. Investment management is included at no additional cost for clients engaging in full-service financial planning.
Fee Estimator
Contact
Stephen Lukan
Location
1161 Bethel Road, Suite 201, Columbus, OH, 43220
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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 →Employment History
Current Registrations
John E. Sestina and Company
State Registrations1 state
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
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