AR
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
7700 Old Georgetown Road, Suite 630, Bethesda, MD, 20814
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
October 2023 - Present · 2 yrs 3 mos
Previous Registrations
Global Retirement Partners LLC
October 2023 - October 2023 · 0 mos
Commonwealth Financial Network
May 2020 - November 2023 · 3 yrs 6 mos
Commonwealth Financial Network Broker
January 2019 - November 2023 · 4 yrs 10 mos
MML Distributors, LLCBroker
January 2013 - January 2019 · 6 yrs
Hartford Securities Distribution Company, INC.Broker
January 2009 - January 2013 · 4 yrs
Hartford Equity Sales Company INC.Broker
May 2006 - January 2009 · 2 yrs 8 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.