Global Retirement Partners LLC

CRD#172011
Investment Advisor Firm

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Overview

Global Retirement Partners LLC operates as a financial advisor firm that has its headquarters in San Rafael, California. The firm manages $119.8 billion in total assets across 25,479 client accounts, placing it among the largest investment advisory firms in the country by assets under management (AUM). Global Retirement Partners LLC has a large team, including 444 financial advisors. Global Retirement Partners LLC does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments like equities, options and bonds.

Global Retirement Partners LLC oversees 18,100 of the company's accounts on a discretionary basis. Discretionary management signifies that buy and sell decisions are made by an investment advisor without needing client approval. Global Retirement Partners LLC also has 7,379 non-discretionary accounts with a total of $94.1 billion in assets under management. The firm's typical account size is $4.7 million. An average advisor at Global Retirement Partners LLC oversees about 57 client accounts, placing it towards the middle in terms of personalization.

The firm's main office is at 4340 Redwood Highway, San Rafael, California 94903. It is permitted to serve clients across 49 U.S. states and territories.

Assets Under Management

$119.8 billion

Number of Advisors

444

Disclosures

No

Office Location

4340 Redwood Highway
San Rafael, CA 94903

Global Retirement Partners LLC by the Numbers

Total Assets Under Management

$119.8 billion

National Average: $8.6 billion
Total Number of Employees

453

National Average: 64
Total Number of Accounts

25,479

National Average: 375,227
Average Account Size

$4.7 million

National Average: $23.0 thousand
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Products and Services

Global Retirement Partners LLC provides a number of services, including 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 last fiscal year, it provided financial planning services to 51-100 of its accounts. The firm is not involved in selling products or offering services other than investment advisory services to its investment advisory clients. Global Retirement Partners LLC is also affiliated with a number of other companies in the financial services industry, including with a broker-dealer or securities dealer, insurance company or agency and pension consultant.

Core Advisor Services

  • 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.

  • 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

  • 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.

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Fee Structure

Fees for financial management largely are based on which services the firm provides the client. However, fees billed by the firm likely are comprised of any combination of the following fee types: asset-based, hourly or fixed. Global Retirement Partners LLC participates in a wrap fee program, in which the company offers a bundle of services for a single fee.

Available

  • Offered by 69% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 21% of firms

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Offered by 32% of firms

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

Unavailable

  • Find one of the 1% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 26% of firms that offer this fee type

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 10% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

The company manages money for a broad range of clients. Global Retirement Partners LLC works with retail investors, high net worth investors, pension plans, charitable organizations and corporations. Out of its 25,479 clients, Global Retirement Partners LLC's biggest client is pension plans, although it also caters to 3,569 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's clients reside abroad.

  • High-Net-Worth Individuals* - 16.81%
  • Other Individuals - 40.89%
  • Corporations - 42.11%
  • Charitable Organizations - 0.19%

* 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

Pamela De Sena
San Rafael, CA
Pamela Brooks
Cleveland, OH
Kevin Bove
Pittsburgh, PA
Douglas Macdonald
San Rafael, CA
Darrell Ellisor
Houston, TX
Terra Jahns
San Rafael, CA
Bruce Jensen
Sandy, UT
Anthony Zantua
Prior Lake, MN
Amy Gomez
Fort Washington, PA

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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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