Global Retirement Partners LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Global Retirement Partners (GRP) offers investment advisory and management services to individuals, retirement plans, trusts, corporations, and other entities. GRP provides retirement plan consulting, direct asset management, and financial planning services. GRP may recommend third-party advisors and programs. GRP is owned by RPW Holdings, LLC, which is ultimately owned by HUB International.

Assets Under Management$140B
Clients24,340
Advisors461
Avg. per Client$5.9M
Avg. per Advisor$310M

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual 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
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Location

461 Advisors at this firm

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