Joseph Simmons
Joseph Simmons is a registered investment advisor at Global Retirement Partners LLC, based in San Rafael, CA, with 31 years of industry experience. Joseph 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
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 Activities
Joseph is a registered investment advisor doing business under several DBAs, including HUB Retirement and Wealth Management and Alpha Pension Group. He also works for Hub International and Global Retirement Partners, dedicating nearly full-time hours to these investment-related activities.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
Stancorp Equities, INC.Broker
Stancorp Investment Advisers, INC.
New York Life Investment Management LLC
Nylife Distributors LLCBroker
Manning & Napier Advisors INC
Manning & Napier Investor Services, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
John Hancock Funds, INC.Broker
Citizens Financial Services INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
Fidelity Brokerage Services, INC.Broker
State Registrations1 state
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.