Dale Powers
Dale Powers is a registered investment advisor at Global Retirement Partners LLC, based in Boston, MA, with 29 years of industry experience. Dale 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
396 Commonwealth Ave., Unit D-2A, Boston, MA, 02215
Get directionsHistory
Regulatory History (1)
Criminal
June 1978Other Business Activities
Dale is involved with several organizations, including Defenders Drum & Bugle Corps Inc and Massachusetts Drum Corps Hall of Fame as a board member. He also dedicates about 10-20% of his time to Alpha Pension Group, Inc. and full-time to HUB International/Global Retirement Partners providing investment advisory services.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
Alpha Pension Group, INC.
John Hancock Personal Financial Services, LLC
Signator Investors, INC.
John Hancock Distributors LLCBroker
Signator Investors, INC.Broker
New York Life Investment Management LLC
Nylife Distributors LLCBroker
Cco Investment Services CORP.Broker
Manulife Financial Securities LLCBroker
Fulcrum Financial Advisors, INC.Broker
New England SecuritiesBroker
Pruco Securities CorporationBroker
State Registrations1 state
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.