John A. Bysko Associates offers investment management to individuals, retirement accounts, trusts, estates, and charitable funds. They invest in U.S. and foreign securities like stocks, bonds, mutual funds, and exchange-traded funds. The firm also provides one-time consulting and financial planning modules for a fee. Investment goals are determined individually with each client.
Assets Under Management$200M
Clients124
AdvisorsN/A
Avg. per Client$1.6M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees may be negotiated on larger accounts or in special circumstances. Some accounts may be entered into under a flat annual fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.