John E. Sestina and Company
Assets Under Management
$634.5M
Number of Clients
482
Number of Advisors
8
Average Client AUM
$1.3M
AUM per Advisor
$79.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
John E. Sestina and Company offers full-service financial planning and individual portfolio management. Financial planning covers personal, income, net worth, investments, business interests, insurance, retirement, dependents, and estate planning. Investment management is tailored to client needs and objectives. Educational seminars and workshops are also provided.
Fee Structure
Minimum Investment:$100K
Financial Planning:Included in AUM fee
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
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Location
1161 Bethel Road, Suite 201, Columbus, OH, 43220
