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Alexander Hargrave

Global Retirement Partners LLC
20 Years of Experience
Santa Barbara, CA
View SEC Summary
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Alexander Hargrave is a registered investment advisor at Global Retirement Partners LLC, based in Santa Barbara, CA, with 20 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. 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
—
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Location

Santa Barbara, CA

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Alexander maintains real estate rental properties. This activity is not investment-related.

Employment History
Current Registrations
Global Retirement Partners LLC
September 2014 - Present · 12 yrs 1 mo
Previous Registrations
Financial Telesis, INC.
February 2011 - December 2014 · 3 yrs 10 mos
Sterne Agee Investment Advisors, INC.
February 2011 - February 2011 · 0 mos
Nollenberger Capital Partners, INC.
February 2007 - February 2011 · 4 yrs
RBC Dain Rauscher INC.
November 2005 - March 2007 · 1 yr 4 mos
State Registrations1 state
CA
Advisor

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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