John Beh
John Beh is a registered investment advisor at Global Retirement Partners LLC, based in Des Moines, IA, with 32 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Federal Employees, and 4 more. Their firm serves 28,693 clients with $170B 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 | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees may be paid monthly or quarterly, in arrears or in advance. Alternative schedules apply to specific third-party programs like Dynamic LifeManagement, where rates start at 1.25% for assets under $500,000 and decrease for larger amounts.
Fee Estimator
Location
505 E. Grand Ave., Suite 200, Des Moines, IA, 50309
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2011Other Business ActivitiesSells Insurance
John sells non-variable insurance, dedicating about 10-20% of his time. He also operates Beh Company LLC as a DBA for his LPL business and provides investment advisory services through Global Retirement Partners, spending a significant amount of time on these activities.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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