Thomas Herbruck
Thomas Herbruck is a CFP-designated registered investment advisor at Global Retirement Partners LLC, based in Pepper Pike, OH, with 32 years of industry experience. Thomas 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
29425 Chagrin Blvd, Suite 150, Pepper Pike, OH, 44122
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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 ActivitiesSells Insurance
Thomas owns Tomsfoolery LLC, Tom's Foolery Farm LLC, and has W-2 employment at Infinium Alcobev LLC. He also operates Black Box Pension Advocates LLC as a DBA for his LPL business and provides investment advisory services through Global Retirement Partners, spending nearly full-time on this activity. Thomas also has an insurance agency, Black Box Pension Advocates, LLC, dedicating minimal time to it.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Valmark Advisers, INC.
Valmark Securities, INC.Broker
New England SecuritiesBroker
New England SecuritiesBroker
Princor Financial Services CorporationBroker
State Registrations8 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.