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Andrew James Degroat

Global Retirement Partners LLC
35 Years of Experience
2 DisclosuresBrokerSells Insurance
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

451 S. Bethlehem Pike, Suite 100, Fort Washington, PA, 19034

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2009
Closed-No Action
Customer Dispute
December 2004
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Andrew operates under the DBA WhartonHill Advisors and HUB Retirement and Wealth Management, providing investment advisory services through Global Retirement Partners, LLC and HUB International. He also spends about 20% of his time on non-variable insurance.

Employment History
Current Registrations
HUB International Investment Services INC.
January 2020 - Present · 6 yrs 1 mo
HUB International Investment Services INC.Broker
January 2020 - Present · 6 yrs 1 mo
Global Retirement Partners LLC
April 2019 - Present · 6 yrs 10 mos
LPL Financial LLCBroker
November 2010 - Present · 15 yrs 3 mos
Previous Registrations
Independent Financial Partners
March 2011 - April 2019 · 8 yrs 1 mo
NFP Securities, INC.
February 2009 - December 2009 · 10 mos
Nrp Advisors, INC.
January 2009 - December 2010 · 1 yr 11 mos
Nrp Financial, INC.Broker
January 2009 - November 2010 · 1 yr 10 mos
NFP Securities, INC.Broker
July 2004 - February 2009 · 4 yrs 7 mos
Wharton Equity CorporationBroker
July 1999 - June 2004 · 4 yrs 11 mos
Mutual Service CorporationBroker
December 1995 - July 1999 · 3 yrs 7 mos
New England SecuritiesBroker
March 1991 - December 1995 · 4 yrs 9 mos
New England SecuritiesBroker
November 1990 - February 1991 · 3 mos
State Registrations27 states
ARAZCACOCTDCDEFLGAILINKYMAMDMIMTNCNJNMNVNYOHPASCTXVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.