Bennett
Fitzmaurice
Global Retirement Partners LLC
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About this Advisor
Bennett Fitzmaurice is a financial advisor who works in Milwaukee, Wisconsin who has 1 year of relevant experience. Fitzmaurice is currently employed by Global Retirement Partners LLC. The advisor has gained experience at Global Retirement Partners, LLC, Menards, Trailstone Insurance Group, Barrington Bank & Trust, Eastern Illinois University, Lowes, Amazon, Hawthorne'S Backyard, Petland, University Of Whitewater Wisconsin, Walmart, Ups, Clarke, Elgin Community College, Joanne'S Fabrics and Johnson Controls. Fitzmaurice holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in Wisconsin. Global Retirement Partners LLC is an advisory business operating out of San Rafael, CA. It has offices in 193 locations and a total of 453 financial advisors. It handles $120 billion in assets under management between its 25,479 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 40 charitable organizations. Of its 25,479 accounts, 17% are associated with high-net-worth individuals who have greater than $1 million in assets. The firm has a wide array 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. Financial advisory fees usually are based on the services provided. Fee types charged by Global Retirement Partners LLC likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Global Retirement Partners LLC Brokerage Details
$119,814,842,543
453
25,479
$4,702,494
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Bennett Fitzmaurice Work History
Bennett has been registered as a financial advisor for 1 years.*
Global Retirement Partners, LLC
Menards
Trailstone Insurance Group
Barrington Bank & Trust
Lowes
Eastern Illinois University
Amazon
Hawthorne'S Backyard
Petland
Walmart
Ups
Clarke
University Of Whitewater Wisconsin
Joanne'S Fabrics
Elgin Community College
Johnson Controls
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bennett Fitzmaurice to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Global Retirement Partners LLC
San Rafael, CA
San Francisco, CA
San Rafael, CA
San Rafael, CA
Houston, TX
San Rafael, CA
Pittsburgh, PA
San Rafael, CA
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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