AG
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
451 advisors
Number of Clients
24,340 clients
Average Client Portfolio
$5.9M average
Assets Under Management
$143.4B
Fee Structure
Minimum Investment:$5K
GRP offers hourly or fixed fees for special consultations outside of customary asset management services. The fees for LPL advisory programs are negotiable, with maximum account fees ranging from 0.95% to 3.0%. GRP may receive compensation from third-party advisors for introducing clients, which is disclosed separately. The fees paid to GRP by independent third-party advisors are generally not negotiable.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information
Office location
4340 Redwood Highway, Suite B-60, San Rafael, CA, 94903
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Global Retirement Partners LLC
January 2025 - Present · 1 yr
Previous Registrations
MML Distributors, LLCBroker
April 2021 - December 2022 · 1 yr 8 mos
T. Rowe Price Investment Services, INC.Broker
June 2006 - January 2020 · 13 yrs 7 mos
Profunds Distributors, INC.Broker
May 2002 - July 2005 · 3 yrs 2 mos
Deutsche Bank Securities INC. Broker
March 2002 - May 2002 · 2 mos
Deutsche Banc Alex. Brown INC. Broker
January 2001 - October 2001 · 9 mos
Db Alex. Brown LLCBroker
September 2000 - January 2001 · 4 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.