Adam Szymanski
Adam Szymanski is a registered investment advisor at Guyasuta Investment Advisors, Incorporated, based in Pittsburgh, PA, with 1 years of industry experience. Adam 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 478 clients with $2.4B 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $7.0M | 0.65% |
| $7.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Rates shown are for 100% equity portfolios. Fixed-income schedules start at 0.60% and scale down to 0.20%. Blended asset portfolios use customized negotiated schedules starting at 0.85%. All fees are negotiable.
Fee Estimator
Location
285 Kappa Drive, Suite 220, Pittsburgh, PA, 15238
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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
Guyasuta Investment Advisors, Incorporated
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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