How does the advisor help clients – Key Takeaways:
John E. Sestina and Company is a respected, independent financial advisory firm based in Columbus, Ohio. They pride themselves on providing personalized and comprehensive financial services to their clients. The firm has been in business for over 25 years and has amassed a strong track record of success.
Facts and Insights
John E. Sestina and Company takes a holistic approach to financial planning, encompassing all aspects of their clients’ financial lives. The firm’s experienced team of advisors offers a wide range of services, including retirement planning, estate planning, investment management, tax planning, and insurance analysis.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 6 | 25+ years |
Financial Services Offered
- Retirement Planning
- Estate Planning
- Investment Management
- Tax Planning
- Insurance Analysis
Client Types
John E. Sestina and Company serves a diverse range of clients, including high net worth individuals, families, and small business owners. Whether a client has a complex financial situation or is just starting on their financial journey, the firm tailors their services to meet their specific needs and goals.
Fees & Compensation
John E. Sestina and Company is a fee-only advisory firm, meaning they do not earn commissions or other forms of compensation from the investments they recommend. Instead, they charge their clients a percentage of their assets under management. This fee structure aligns their interests with those of their clients, as their success is directly tied to the success of their clients’ portfolios.
Background
The founder of John E. Sestina and Company, John E. Sestina, has over 40 years of experience in the financial industry. He holds a Master of Business Administration degree from The Ohio State University and is a Certified Financial Planner (CFP®). Sestina and his team strive to uphold the highest ethical standards in the industry and are committed to continuously expanding their knowledge and expertise to better serve their clients.
Financial Advisor Disclosures to Know
John E. Sestina and Company is a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC). As such, they are held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests at all times. Additionally, the firm has a clean disciplinary record, with no regulatory or legal issues to report.