AM
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
1425 Discovery Parkway, Wauwasota, WI, 53226
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
November 2024 - Present · 1 yr 2 mos
Previous Registrations
Empower Financial Services, INC.Broker
April 2011 - July 2023 · 12 yrs 3 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.