Guyasuta Investment Advisorsorporated Review


Trust Score 82%
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Guyasuta Investment Advisorsorporated, federally registered in 1994, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 12 advisors. Guyasuta Investment Advisorsorporated manages $1 billion and provides investment advisory services for 332 clients (1:28 advisor/client ratio).

Guyasuta Investment Advisorsorporated requires a $1,000,000 minimum investment and charges a blended rate between 1.00% and 0.35% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • There is one licensed advisor for every 28 clients (industry average 1:50)

Considerations


  • Firm serves fewer than 1,000 clients
  • Communications sent to the firm’s website are not secure and encrypted
  • Firm may receive soft-dollar benefits that could incentivize them to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $1,000,000
Minimum Annual Fee $0
Average Account AUM $4,042,117
Hybrid Advisor No
Disciplinary History No
Total AUM $1 billion
Advisor / Client Ratio 1:28
Headquarters Pittsburgh, PA
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $2,000,000 1.00%
$2,000,001 to $4,000,000 0.80%
$4,000,001 to $7,000,000 0.65%
$7,000,001 to $10,000,000 0.50%
$10,000,001+ 0.35%


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