Advisor at Seven Hills Capital Advisors
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Firm
Seven Hills Capital Advisors
Location
Cincinnati, OH 45242
Credentials
Series 63, Series 65
Industry experience
30 years
Joseph Fondacaro is a financial advisor at Seven Hills Capital Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments and Triad Advisors. He has been with Seven Hills Capital Advisors since 2015. Seven Hills Capital Advisors is an independent registered investment adviser serving individuals, families, trusts, and charitable organizations. The firm focuses on equity securities, exchange-traded funds, and mutual funds, emphasizing asset allocation and tailoring portfolios to clients’ goals and risk tolerances using both fundamental and technical analysis.
Based on Seven Hills Capital Advisors
Financial planning fixed fees ranging from $300 to $1,250, negotiable
$0+: .50% +: 1.25%
$175 per hour for financial planning
Account minimum: $500,000
9380 Main Street, #4
Cincinnati, OH 45242
Ohio · Texas
Purshe Kaplan Sterling Investments, Inc
2017 - 2020 (3 years)
Seven Hills Capital Advisors Llc
2015 - Present (11 years)
Triad Advisors, Inc
2009 - 2017 (8 years)
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Is not active or affiliated with:
Insurance agent
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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
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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