Sisto Investment Advisory, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$40,411,000
This total excludes 9 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
38
39% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
38
HighAverage account size
$1,063,447
About
Sisto Investment Advisory, LLC is a solo independent advisory firm that serves individuals, trusts, estates and charitable organizations, and also works with certain corporate clients and retirement-plan participants. It offers discretionary portfolio management, one-time and ongoing financial planning, and assistance with implementation and coordination of other professionals.
The firm’s investment approach is grounded in Modern Portfolio Theory and a passive, buy-and-hold philosophy implemented primarily through Dimensional Fund Advisors mutual funds. Advisors develop an Investment Policy Statement for each client, document risk tolerances, and generally manage client accounts on a discretionary basis with an emphasis on minimizing taxes and transaction costs.
Distinctive features include an affiliation with an accounting practice — the principal is a Certified Public Accountant and the accounting firm provides separate tax and accounting services that the adviser may coordinate with when implementing financial plans. The firm also works with corporate and pension/profit-sharing plan clients and provides pension consulting and institutional-style portfolio management, services that are less common among independent single-advisor firms.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Passive / index investing
General retirement planning
College savings (529s, UTMA, etc.)
Fee options
Fixed annual fee of up to $2,000 plus percentage of AUM for ongoing financial planning & investment management services
$1 - $500,000: 1.00% $500,001 - $750,000: 0.75% $750,001 - $1,000,000: 0.65% $1,000,001 - $2,000,000: 0.60% $2,000,001 - $5,000,000: 0.40% $5,000,001+: 0.20%
$250 per hour for financial planning services, fees negotiable
Account minimum: $200,000 Minimum fee: Minimum annual fee of $2,500, may be waived at firm's discretion Fee-only: Investment management, financial planning, and ongoing financial planning & investment management services offered on fee-only basis; no commissions received.
Main office location
Sisto Investment Advisory, LLC
970 Reserve Drive, Suite 204
Roseville CA 95678, United States
Number of offices
1
Most active in
Sisto Investment Advisory, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
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Instagram
Website
(916) 724-1693
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