Joseph Bonasera
Joseph Bonasera is a registered investment advisor at Global Retirement Partners LLC, based in Wilmington, MA, with 51 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
300 Ballardvale Street, Wilmington, MA, 01887
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
Joseph operates under the DBA HUB Retirement and Wealth Management for his LPL business since 2021. He also has outside employment with HUB International since 2017 and sells non-variable insurance through HUB Retirement and Wealth Management since 2021, and is the treasurer of Ocean Isle Condo Association.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
HUB International Investment Services INC.Broker
HUB International Investment Services INC.
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Ogilvie Security Advisors CorporationBroker
H.C. Wainwright & CO., INC.Broker
Allmerica Investments, INC.Broker
State Registrations20 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.