Tricord Wealth Advisors
Assets Under Management
$6.4M
Number of Clients
83
Number of Advisors
1
Average Client AUM
$77K
AUM per Advisor
$6.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Tricord Wealth Advisors, led by Joseph D. Finneran, offers financial and business planning services, encompassing investment advice. Joseph Finneran also sells securities and insurance products for commissions as a registered representative of World Choice Securities, Inc. and an insurance agent.
Fee Structure
This firm does not provide a fee schedule. Mr. Joseph Finneran sells securities and insurance products for sales commissions. To the extent that Mr. Finneran implements any suggestions in the financial plan he will be acting as a registered representative of the broker -dealer or the insurance company, and will receive commissions.
Areas of Practice
Location
5000 Arlington Centre Blvd., Suite 7162, Columbus, OH, 43220