Joshua Kopec
Joshua Kopec is a registered investment advisor at Global Retirement Partners LLC, based in Lisle, IL, with 15 years of industry experience. Joshua 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
750 Warrenville Road, Lisle, IL, 60532
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
Joshua is involved with Connor & Gallagher Benefit Services and Connor & Gallagher OneSource, both related to his LPL business, dedicating a significant amount of time to these activities. He also provides investment advisory services through Global Retirement Partners and sells group employee benefit insurance.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
Wayne Hummer Investments L.L.C.Broker
Wayne Hummer Investments L.L.C.
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Next Financial Group, INC.
Next Financial Group, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
State Registrations8 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.