John E. Sestina and Company is a registered investment advisor based in Columbus, Ohio, that has been in business since 1970. John E. Sestina and Company specializes in comprehensive financial planning and continuous investment portfolio management, tailored to each client's specific goals, risk tolerance, and tax considerations. The firm uses modern portfolio theory and long-term trading strategies to build diversified portfolios consisting primarily of mutual funds, exchange-traded funds, fixed income securities, real estate funds, and other assets. John E. Sestina and Company's comprehensive planning covers personal finances, income tax strategies, net worth analysis, business succession, insurance coverage, retirement planning, education funding, and estate planning coordination. Clients can choose discretionary or non-discretionary investment management, and investment management services are included at no additional cost for clients who engage John E. Sestina and Company for full-service financial planning.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standalone investment management typically charges a 1% annual fee, and can be as high as 2% based on client assets. Investment management is included at no additional cost for clients engaging in full-service financial planning.
