Global Retirement Partners LLC
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Overview
Global Retirement Partners LLC is located at 4340 Redwood Highway, San Rafael, CA. The firm employs 493 financial advisors to manage client portfolios and provide financial guidance. Global Retirement Partners LLC is not a registered broker-dealer.
Global Retirement Partners LLC oversees $140.7 billion in assets under management across 28,908 accounts, of which 21,047 are discretionary and 7,861 are non-discretionary. Over the past year, the firm has provided financial planning services to between 51 and 100 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The firm caters to retail investors, high net worth investors, pension plans, charitable organizations, and corporations, with pension plans being the largest client type by accounts. The fee structure at Global Retirement Partners LLC includes asset-based, hourly, and fixed fees. The firm has 4,328 high net worth clients and maintains affiliations with a broker-dealer or securities dealer, an insurance company or agency, and a pension consultant.
Global Retirement Partners LLC is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, and Wisconsin.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Global Retirement Partners LLC by the Numbers
$140.7 billion
505
28,908
$4.9 million
Products and Services
Global Retirement Partners LLC offers a variety of services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. In the prior financial year, Global Retirement Partners LLC provided 51-100 of its accounts with financial planning services. The Firm does not sell products or offer services other than investment advisory services to its investment advisory customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees usually vary depending on the type of services offered. Fees charged by Global Retirement Partners LLC likely include any combination of the following fee structures: asset-based, hourly, or fixed. The company does participate in a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm manages money for a broad range of customers. The company caters to retail investors, high net worth investors, pension plans, charitable organizations, and corporations. Out of its 5 clients, Global Retirement Partners LLC's biggest client group by number of accounts is pension plans, though it also caters to 4328 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 in AUM or a net worth of at least $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 18.84%
- Other Individuals - 37.57%
- Corporations - 43.35%
- Charitable Organizations - 0.23%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Global Retirement Partners LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Global Retirement Partners LLC
San Rafael, CA
Austin, TX
Frederick, MD
San Rafael, CA
San Rafael, CA
Pittsburgh, PA
Mercer Island, WA
San Rafael, CA
Cockeysville, MD
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