John Beh
John Beh is a registered investment advisor at Global Retirement Partners LLC, based in San Rafael, CA, with 31 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 24,340 clients with $140B 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% |
Fee Estimator
Location
4340 Redwood Highway, Suite B-60, San Rafael, CA, 94903
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.