TrueAdvisor
TrueAdvisor
AH
AH

Alexander William Hargrave

Global Retirement Partners LLC
20 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningFinancial Planning & Coaching
Global Retirement Partners LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
451 advisors
Number of Clients
24,340 clients
Average Client Portfolio
$5.9M average
Assets Under Management
$143.4B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.50%
$2M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

4340 Redwood Highway, Suite B-60, San Rafael, CA, 94903

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History

Regulatory 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.

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Other Business Activities

Alexander maintains real estate rental properties. This activity is not investment-related.

Employment History
Current Registrations
Global Retirement Partners LLC
September 2014 - Present · 11 yrs 5 mos
Previous Registrations
Financial Telesis, INC.
February 2011 - December 2014 · 3 yrs 10 mos
Sterne Agee Investment Advisors, INC.
February 2011 - February 2011 · 0 mos
Nollenberger Capital Partners, INC.
February 2007 - February 2011 · 4 yrs
RBC Dain Rauscher INC.
November 2005 - March 2007 · 1 yr 4 mos
State Registrations2 states
CAOH
Advisor
Exams
No exam information available for this advisor.