Peter Ladas
Peter Ladas is a ChFC-designated registered investment advisor at Global Retirement Partners LLC, based in Northbrook, IL, with 43 years of industry experience. Peter 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
707 Skokie Blvd., Suite 400, Northbrook, IL, 60062
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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
Peter is involved with several entities related to investment advisory services and retirement/wealth management, including Sheridan Road Financial, Sheridan Road Advisors LLC, HUB International Investment Services, and Global Retirement Partners. These activities take up nearly all of Peter's time.
Employment History
Current Registrations
Global Retirement Partners LLC
HUB International Investment Services INC.
HUB International Investment Services INC.Broker
LPL Financial LLCBroker
Previous Registrations
Sheridan Road Advisors, LLC, a HUB International Company
Nationwide Investment Services CorporationBroker
Kestra Investment Services, LLCBroker
The L. Warner Companies, INC
M Holdings Securities, INC.Broker
Mmc Securities CORP.Broker
Marsh & Mclennan Securities CorporationBroker
Johnson & Higgins Securities, INC.Broker
Sedgwick Investments, INC.Broker
New England SecuritiesBroker
New England SecuritiesBroker
Alexander & Alexander Securities CORP.Broker
John Hancock Distributors, INC.Broker
State Registrations11 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.