Sisto Investment Advisory provides ongoing investment management and financial planning services tailored to each client's goals, time horizon, and risk tolerance. Using Modern Portfolio Theory, Sisto Investment Advisory focuses on long-term, passive investing primarily through Dimensional Fund Advisors mutual funds to help minimize costs and taxes. Sisto Investment Advisory also offers hourly financial planning covering retirement, taxes, insurance, and estate planning. Mark K. Sisto leads the firm and also operates an accounting practice, offering clients a comprehensive approach to their financial needs.
Assets Under Management$55M
Clients47
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$55M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $750K | 0.75% |
| $750K - $1.0M | 0.65% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.40% |
| $5M+ | 0.20% |
There is a minimum annual fee of $2,500. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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