Patrick Finneran is a CFP-designated registered investment advisor at The Joseph Group Capital Management, based in Columbus, OH, with 12 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 796 clients with $950M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.60% |
| $4.0M - $6.0M | 0.40% |
| $6M+ | 0.20% |
The Joseph Group reserves the right to negotiate investment management fees. Fees charged to group retirement plan clients are an annual flat percentage of assets or on a tiered schedule (as a percentage of assets) and negotiated on a plan-by-plan basis.
Fee Estimator
Location
605 South Front Street, Suite 100, Columbus, OH, 43215
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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 →Employment History
Current Registrations
The Joseph Group Capital Management
Previous Registrations
Facet
Hamilton Capital
Tricord Wealth Advisors
State Registrations1 state
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