MH
MH

Maryam Houston

10 Years of Experience
Frisco, TX

Maryam Houston is a registered investment advisor at Global Retirement Partners LLC, based in Frisco, TX, with 10 years of industry experience. Maryam 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
461 advisors
Number of Clients
24,340 clients
Average Client Portfolio
$5.9M average
Assets Under Management
$143.4B

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.50%
$2M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Frisco, TX

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Global Retirement Partners LLC
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Earned Wealth
June 2022 - December 2023 · 1 yr 6 mos
Good Life Advisors, LLC
September 2021 - February 2022 · 5 mos
Level Four Capital Management
November 2019 - February 2022 · 2 yrs 3 mos
Level Four Advisory Services
March 2015 - February 2022 · 6 yrs 11 mos
LPL Financial LLCBroker
December 2014 - December 2020 · 6 yrs
State Registrations1 state
TX
Advisor

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.

Exams
No exam information available for this advisor.
Maryam Houston - Financial Advisor | TrueAdvisor