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.
| 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% |
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.