Advisor at Tricord Wealth Advisors
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Firm
Tricord Wealth Advisors
Location
Worthington, OH 43085
Credentials
CFP®, Series 63, Series 65
Industry experience
43 years
Joseph Finneran is a CFP® professional with 43 years of experience, currently serving as the sole advisor at Tricord Wealth Advisors in Worthington, OH. He has been with Tricord since 1988 and has prior experience at Omni Financial Securities, Inc. and World Choice Securities, Inc. Finneran is also involved in managing the Stewardship Foundation, a public foundation where he oversees expenses, donations, and investment manager selection. Tricord Wealth Advisors offers investment management and financial planning services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm emphasizes long-term investment strategies, provides periodic account reviews, and combines internal analysis with external research, often managing assets on a non-discretionary basis with client approval required before trades.
Based on Tricord Wealth Advisors
$1 - $99,999.99: 1.25% $100,000 - $249,999.99: 1.25% $250,000 - $499,999.99: 1.0% $500,000 - $749,999.99: 1.0% $750,000 - $1,249,999.99: 1.0% $1,250,000 - $1,999,999.99: 1.0% $2,000,000 - $4,999,999.99: 0.75% $5,000,000 - $24,999,999.99: 0.5% $25,000,000+: 0.25%
$200 per hour for financial planning
Account minimum: $1 Fee-only: $200 per hour for financial planning
100 Old W Wilson Bridge Road, Suite 101
Worthington, OH 43085
Ohio
World Choice Securities, Inc.
2022 - Present (4 years)
The Stewardship Foundation
2018 - Present (8 years)
Omni Financial Securities, Inc.
2010 - 2022 (12 years)
Tricord Wealth Advisors
1988 - Present (38 years)
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Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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