Guyasuta Investment Advisors, Incorporated

Fee-Only (% of Portfolio)Fixed/Hourly

Guyasuta Investment Advisors works with individuals, families, and institutions to help them define and meet their investment goals. Guyasuta offers personalized investment advice and financial planning services. Guyasuta's team focuses on investment research, portfolio management, and client service, working closely with a limited number of clients.

Assets Under Management$2.4B
Clients478
Advisors11
Avg. per Client$5.1M
Avg. per Advisor$220M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $4.0M0.80%
$4.0M - $7.0M0.65%
$7.0M - $10.0M0.50%
$10M+0.35%

These fees are for 100% equity accounts and are annual rates and are negotiable. Fixed income accounts have lower rates. Most client accounts are invested in a mixed allocation of both equities and fixed-income, with the allocation customized to meet their specific objectives. In these cases, Guyasuta typically negotiates with the client a set fee schedule.

Fee Estimator
Your Portfolio Value
$500K
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Location

11 Advisors at this firm

Guyasuta Investment Advisors, Incorporated | TrueAdvisor