Karl Joern
Karl Joern is a registered investment advisor at Bee Financial Partners Wealth, LLC, based in Houston, TX, with 8 years of industry experience. Karl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 28 clients with $4.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BEE Financial Partners Wealth charges an annual advisory fee ranging from 1.00% to 1.65% of the value of your investments. The specific fee is negotiable and determined on a client-by-client basis. Fees are billed monthly at the end of the billing period, based on the average daily balance of the account.
Location
9950 Cypresswood Drive, #200, Houston, TX, 77070
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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
Karl is a partner at BEE Financial Partners LLC, selling fixed annuities, life, long-term care, and disability insurance, dedicating nearly full-time hours. He is also a Medicare agent with Ascentium Insurance Solutions (a few hours per week) and a member/educator for the Association of Financial Consultants and The Society for Financial Awareness (about 10-20% of his time).
Employment History
Current Registrations
Bee Financial Partners Wealth, LLC
Previous Registrations
Impact Partnership Wealth, LLC
Gradient Advisors, LLC
USA Financial Securities Corporation
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.