Teresa Gray
Teresa Gray is a registered investment advisor at Global Retirement Partners LLC, based in Denver, CO, with 23 years of industry experience. Teresa 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
2000 S. Colorado Blvd., Suite 150, Denver, CO, 80222
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
Teresa sells fixed insurance products, including life insurance, annuities, disability insurance, and long-term care insurance, since 2016. She is also a W2 employee at HUB International since March 2021.
Employment History
Current Registrations
Global Retirement Partners LLC
Previous Registrations
Sheridan Road Advisors, LLC, a HUB International Company
Principal Securities, INC.
Principal Securities, INC.Broker
Mutual of America Securities LLCBroker
Mutual of America Life Insurance CompanyBroker
Mutual of America Securities CorporationBroker
Mutual of America Life Insurance CompanyBroker
State Registrations1 state
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