Elizabeth Mustico is a registered investment advisor at The Mustico Financial Group, INC., based in Elmira, NY. Elizabeth 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, and 1 more. Their firm serves 460 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
Mustico Financial Group's fees for investment management are based on a percentage of the assets they manage for you, generally ranging from 0.65% to 1.95% per year. These fees are billed quarterly, in advance, based on the value of your account at the end of the previous year, plus any additions to the account. A minimum of $100,000 in assets is generally required for this service, but this may be negotiable. For accounts below this minimum, there may be a one-time processing fee of $45 and an annual maintenance fee of $45.
Location
221 West Church St., Elmira, NY, 14901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
The Mustico Financial Group, INC.
State Registrations2 states
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