Joseph Fodera is a registered investment advisor at DBA Joseph Fodera, based in Lynnfield, MA, with 20 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10K | Included |
| $10K+ | 1.50% |
Accounts under $10,000 are charged a fixed $150 annual fee.
Fee Estimator
Location
Lynnfield, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Joseph owns Cornerstone Industries, a real estate development and renovation company. He is also a registered agent and manager of DiCamillo Associates, LLC.
Employment History
Current Registrations
DBA Joseph Fodera
Previous Registrations
Fodera Investments INC.
State Registrations1 state
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