David Hojlo
David Hojlo is a registered investment advisor at Global Retirement Partners LLC, based in Needham, MA, with 39 years of industry experience. David 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
687 Highland Ave., Suite 11-12, Needham, MA, 02494
Get directionsHistory
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 ActivitiesSells Insurance
David is involved with several entities, including Eagle Retirement and Financial Advisors, LLC, Corbco Inc (a TPA), and 687 Highland Ave LLC. He also engages in non-variable insurance activities and dedicates full-time hours to providing investment advisory services through Global Retirement Partners.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Principal Securities, INC.
Principal Securities, INC.Broker
Commonwealth Financial NetworkBroker
MML Investors Services, INC.Broker
State Registrations11 states
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