PF
CFP
PF
CFP

Patrick Joseph Finneran

12 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
796 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$947.0M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.80%
$2.0M - $4.0M0.60%
$4.0M - $6.0M0.40%
$6M+0.20%

Fees are negotiable under certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

605 South Front Street, Suite 100, Columbus, OH, 43215

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
The Joseph Group Capital Management
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Facet
November 2021 - July 2024 · 2 yrs 8 mos
Hamilton Capital
July 2015 - October 2021 · 6 yrs 3 mos
Tricord Wealth Advisors
July 2013 - March 2024 · 10 yrs 8 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.
Patrick Joseph Finneran - Financial Advisor | TrueAdvisor