Dba Joseph Fodera fees and pricing
Financial planner in Lynnfield, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 25, 2019, Dba Joseph Fodera charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 25, 2019. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Managed accounts under $10,000.00 in assets - $150.00/fixed annual fee Managed accounts over $10,000.00 in assets - 1.5% of assets/year Advisory Consultation Service fees not included in the above fees: $150.00/hour of consultation Fees are non-negotiable Payments of these are not deducted from the client’s assets.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Dba Joseph Fodera bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients will be billed annually in advance for managed accounts and at the time of service for consultations.”
- “If an advisory contract is terminated any unused portion of the fee will be prorated and returned to the client.”
How Dba Joseph Fodera’s fees compare
- Its hourly rate of $150 is below the Massachusetts median of $300. 4% of the 183 other Massachusetts planners that publish an hourly rate charge less.
About Dba Joseph Fodera
- Registered as an adviser: 2011 (15 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 136244
- Phone
- (617) 694-2910
Other planners in Lynnfield that publish fees
- Timothy Charles Financial, LLCLynnfield$1,500-$15,000
- Wellfin360Lynnfield$200/hr, $1,500-$3,000
- 1620 Investment Advisors, Inc.Plymouth$75-$175/hr
- Aaf Wealth Management, LLCWestborough$350/hr, $750-$10,000
- Abraham, Robert Ralph JRSalem$400-$3,000
- Access Financial Planning, LLCNewburyport$6,000-$10,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.