Steven Glasgow is a CFA-designated registered investment advisor at Global Retirement Partners LLC, based in Nashville, TN, with 36 years of industry experience. Steven 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.
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% |
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
Location
3011 Armory Drive, #250, Nashville, TN, 37204
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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
Steven is a board member for Junior Achievement of Middle Tennessee since 2018, dedicating minimal time. He is also an editorial advisory board member for Real Assets Advisor Magazine since 2024, also dedicating minimal time.
Employment History
Current Registrations
Global Retirement Partners LLC
Previous Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Iic
Avondale Partners, LLC
Avondale Partners, LLC
Avondale Partners, LLCBroker
Stanford Group Company
Stanford Group CompanyBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Painewebber IncorporatedBroker
Capital Analysts, IncorporatedBroker
The Stuart-James Company, IncorporatedBroker
State Registrations9 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.
Exams
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