Josef Ghaussy
Josef Ghaussy is a CFP-designated registered investment advisor at HUB Investment Partners, LLC, based in Omaha, NE, with 7 years of industry experience. Josef is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,127 clients with $12B 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 $100K | 1.50% |
| $100K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees for accounts over $10,000,000 are negotiable.
Fee Estimator
Location
11516 Miracle Hills Drive, Suite 100, Omaha, NE, 68514
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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
Josef is a registered representative with M Holdings Securities, Inc. since 2018, and also manages investment services for HUB International Great Plains, LLC and HUB Investment Advisors, Inc., dedicating full-time hours to each. He also spends minimal time as an interest group leader for Omaha Venture Group.
Employment History
Current Registrations
HUB Investment Partners, LLC
M Holdings Securities, INC.Broker
Previous Registrations
HUB Investment Advisors, INC
M Holdings Securities, INC.
State Registrations3 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.
Exams
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