Assets Under Management
$143.4B
Number of Clients
24,340
Number of Advisors
451
Average Client AUM
$5.9M
AUM per Advisor
$318.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Global Retirement Partners, LLC (GRP) offers investment advisory and management services to individuals, pension and profit-sharing plans, trusts, corporations, and other business entities. Services include retirement plan consulting, direct asset management, and hourly/fixed fee financial planning. GRP also utilizes third-party asset management programs and sub-advisory relationships.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
4340 Redwood Highway, Suite B-60, San Rafael, CA, 94903