Global Retirement Partners LLC
Assets Under Management
$143.4B
Number of Clients
24,340
Number of Advisors
451
Average Client AUM
$5.9M
AUM per Advisor
$318.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Global Retirement Partners, LLC (GRP) offers investment advisory and management services to individuals, pension and profit-sharing plans, trusts, corporations, and other business entities. Services include retirement plan consulting, direct asset management, and hourly/fixed fee financial planning. GRP also utilizes third-party asset management programs and sub-advisor relationships.
Fee Structure
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
Location
4340 Redwood Highway, Suite B-60, San Rafael, CA, 94903