Joseph Fondacaro
Joseph Fondacaro is a registered investment advisor at Seven Hills Capital Advisors, based in Cincinnati, OH, with 30 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 124 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Seven Hills Capital Advisors charges a fee based on the value of your portfolio. This fee is negotiated and typically ranges from 0.50% to 1.25% per year, depending on your needs, investment goals, and the level of activity and oversight required. Fees are charged either quarterly or monthly, as you prefer, and are based on the average daily balance of your account. These fees are deducted directly from your account by the custodian. In addition to the advisory fee, you will also be charged transaction fees by the custodian.
Location
9380 Main Street, #4, Cincinnati, OH, 45242
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Regulatory History (2)
Regulatory
February 2023Regulatory
April 2012Employment History
Current Registrations
Seven Hills Capital Advisors
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Main Street Family Advisors, INC.
Triad Advisors, INC.Broker
Horan Securities, INC.
Horan Securities, INC.Broker
One Orchard Equities, INC.Broker
Horan Securities, INC.Broker
Aetna Investment Services, INC.Broker
Benefitscorp Equities, INC.Broker
The Great-West Life Assurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.