Stephen Karam
Stephen Karam is a ChFC-designated registered investment advisor at Global Retirement Partners LLC, based in Fall River, MA, with 34 years of industry experience. Stephen 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
456 Rock Street, Fall River, MA, 02720
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 ActivitiesSells Insurance
Stephen is involved in several business activities, including real estate rentals, insurance agencies, and investment advisory services through Global Retirement Partners, LLC. He dedicates about a quarter of his time to Global Retirement Partners, LLC.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Meridien Financial Group, INC.Broker
MML Investors Services, INC.Broker
State Registrations9 states
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