Leonard Beers is a registered investment advisor at Global Retirement Partners LLC, based in Coral Springs, FL, with 10 years of industry experience. Leonard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 24,340 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fee Estimator
Location
1750 N. University Drive, Suite 209, Coral Springs, FL, 33071
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Leonard provides tax preparation, accounting, and CPA services through Leonard C Beers IV CPA, PA. He dedicates minimal time to this activity.
Employment History
Current Registrations
Global Retirement Partners LLC
Previous Registrations
Independent Financial Partners
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.