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PF
CFP · ChFC
PF
CFP · ChFC

Philip Fogli

Global Retirement Partners LLC
41 Years of Experience
Wayne, PA
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Philip Fogli is a CFP, ChFC-designated registered investment advisor at Global Retirement Partners LLC, based in Wayne, PA, with 41 years of industry experience. Philip is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Federal Employees, and 4 more. Their firm serves 28,693 clients with $170B in assets under management.

Global Retirement Partners LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
489 advisors
Number of Clients
28,693 clients
Average Client Portfolio
$5.9M average
Assets Under Management
$169.6B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.50%
$2M+1.00%

Fees may be paid monthly or quarterly, in arrears or in advance. Alternative schedules apply to specific third-party programs like Dynamic LifeManagement, where rates start at 1.25% for assets under $500,000 and decrease for larger amounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

460 E. Swedesford Road, Suite 2020, Wayne, PA, 19087

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2011
Denied
Customer Dispute
June 2005
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Philip is involved in several business activities, including non-variable insurance (dedicating about 10% of his time) and acting as an IAR for multiple Registered Investment Advisor DBAs. He also spends minimal time as an expert witness and dedicates full-time hours to his LPL business DBAs.

Employment History
Current Registrations
Global Retirement Partners LLC
February 2016 - Present · 10 yrs 8 mos
LPL Financial LLCBroker
February 2016 - Present · 10 yrs 8 mos
Previous Registrations
Geneos Wealth Management, INC.
August 2005 - February 2016 · 10 yrs 6 mos
Geneos Wealth Management, INC.Broker
August 2005 - February 2016 · 10 yrs 6 mos
Walnut Street Advisers INC
January 1996 - October 2005 · 9 yrs 9 mos
Ifg Russell Advisors INC
January 1995 - April 2008 · 13 yrs 3 mos
Walnut Street Securities, INC.Broker
April 1993 - September 2005 · 12 yrs 5 mos
American Financial Management Group, LTD.
September 1992 - October 2008 · 16 yrs 1 mo
Royal Alliance Associates, INC.Broker
November 1989 - November 1995 · 6 yrs
Integrated Resources Equity CorporationBroker
January 1985 - November 1989 · 4 yrs 10 mos
Sei Financial Services CompanyBroker
November 1984 - December 1984 · 1 mo
State Registrations29 states
AZCACOCTDCDEFLGAILINLAMAMDMEMIMNNCNHNJNMNVNYORPASCTXVAVTWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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