Scott Schlappi is a registered investment advisor at Global Retirement Partners LLC, based in Scottsdale, AZ, with 21 years of industry experience. Scott 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
8777 N. Gainey Center Drive, Suite 201, Scottsdale, AZ, 85258
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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
Scott is a passive investor in SBBC Investments, LLC, a real estate venture in Mesa, AZ, since 2011. He spends minimal time buying and leasing real estate, and this activity is not investment-related.
Employment History
Current Registrations
Global Retirement Partners LLC
Previous Registrations
Wealthplan Advisors, LLC
Raymond James Financial Services Advisors, INC
Princor Financial Services Corporation
State Registrations2 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.