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 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 4,317 clients with $9B 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 are negotiable for accounts over $10,000,000.
Fee Estimator
Location
11516 Miracle Hills Dr., Suite 100, Omaha, NE, 68154
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
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
HUB Investment Advisors, INC
M Holdings Securities, INC.Broker
Previous Registrations
M Holdings Securities, INC.
State Registrations3 states
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