Janine Moore
Janine Moore is a registered investment advisor at HUB Investment Partners, LLC, based in Houston, TX, with 36 years of industry experience. Janine 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 4,317 clients with $9B 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 $100K | 1.50% |
| $100K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Location
920 Memorial City Way Suite 450, Houston, TX, 77024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Janine is an agent selling non-variable life and health insurance products, including whole life, term, fixed annuities, DI, LTC, and group insurance, spending minimal time on this. She also works as a Senior Vice President and Retirement Practice Leader at HUB International, and is involved with Global Retirement Partners, spending nearly full-time hours on these activities.
Employment History
Current Registrations
HUB Investment Partners, LLC
Global Retirement Partners LLC
HUB International Investment Services INC.
HUB International Investment Services INC.Broker
Previous Registrations
HUB International Investment Advisory Services INC.
LPL Financial LLCBroker
LPL Financial LLC
Portfolio Advisory Council,l.l.c.
MML Investors Services, LLC
MML Investors Services, LLCBroker
Nationwide Investment Services CorporationBroker
Nationwide Advisory Services, INC.Broker
State Registrations4 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.