Michelle Smith
Michelle Smith is a registered investment advisor at Global Retirement Partners LLC, based in Springfield, MO, with 30 years of industry experience. Michelle 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
1125 E. Lakewood, Springfield, MO, 65810
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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
Michelle is a notary and provides investment advisory services through Global Retirement Partners, spending about half of her time on the latter. She also operates under the DBA Employee Benefit Design, LLC.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
Arvest Wealth ManagementBroker
Arvest Wealth Management
Invest Financial CorporationBroker
Invest Financial Corporation
LPL Financial LLCBroker
LPL Financial LLC
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Great Southern InvestmentsBroker
State Registrations10 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.