Sisto Investment Advisory, LLC offers investment management services based on individual client goals, along with financial planning covering investments, insurance, taxes, retirement, college, and debt. They also provide ongoing financial planning and investment management services, also known as wealth management. Sisto Investment Advisory primarily uses Dimensional Fund Advisors (DFA) mutual funds.
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% |
Fees are negotiable. There is a minimum annual fee of $2,500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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