Joseph Koury
Joseph Koury is a registered investment advisor at Global Retirement Partners LLC, based in Boca Raton, FL, with 14 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
3837 NW Boca Raton Blvd., Boca Raton, FL, 33431
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 is an agent for multiple insurance companies, including Doyle Insurance Inc, AdvisorNet Insurance, Highland Brokerage, and M. Williamson Insurance Services, selling non-variable insurance products. He also works with Global Retirement Partners and Prestige Wealth Partners as an investment advisor, and owns Prestige Racing LLC, a horse racing business.
Employment History
Current Registrations
Global Retirement Partners LLC
HUB International Investment Services INC.
HUB International Investment Services INC.Broker
LPL Financial LLCBroker
Previous Registrations
Great Valley Advisor Group, INC.
Collaborative Wealth
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations18 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.