Jillian Gisoni is a registered investment advisor at Kapusta Financial Group, based in Pittsburgh, PA, with 5 years of industry experience. Jillian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 207 clients with $200M 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 $250K | 1.15% |
| $250K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.65% |
| $2.5M+ | 0.55% |
Fees may be negotiable under certain circumstances.
Fee Estimator
Location
110 Fort Couch Road, Suite 108, Pittsburgh, PA, 15241
Get directionsHistory
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
Kapusta Financial Group
Previous Registrations
Santori & Peters
Fortune Financial Services, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
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.