Joseph Valenza
Joseph Valenza is a registered investment advisor at Global Retirement Partners LLC, based in Ft. Lauderdale, FL, with 12 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
1000 Corporate Drive, Suite 600, Ft. Lauderdale, FL, 33334
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 Activities
Joseph owns and maintains two rental apartments since 2016, dedicating minimal time to this activity. He also works as a Financial Advisor for Prosperity - An EisnerAmper Company since 2022, spending about a quarter of his time on this role.
Employment History
Current Registrations
Global Retirement Partners LLC
HUB International Investment Services INC.
HUB International Investment Services INC.Broker
LPL Financial LLCBroker
Previous Registrations
Prosperity - an Eisneramper Company
Dai Securities, LLCBroker
Apw Capital, INC.Broker
Eisneramper Wealth Management & Corporate Benefits, LLC
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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.