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ChFC

Andrea Badza

Global Retirement Partners LLC
26 Years of Experience
Pepper Pike, OH
Broker
View SEC Summary
View SEC Summary

Andrea Badza is a ChFC-designated registered investment advisor at Global Retirement Partners LLC, based in Pepper Pike, OH, with 26 years of industry experience. Andrea is also registered as a broker, so some compensation may come from commissions on products sold. 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.

Global Retirement Partners LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
489 advisors
Number of Clients
28,693 clients
Average Client Portfolio
$5.9M average
Assets Under Management
$169.6B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.50%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

29425 Chagrin Blvd, Suite 150, Pepper Pike, OH, 44122

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Andrea is involved with Black Box Pension Advocates LLC, a DBA for her LPL business, dedicating 80% of her time. She also provides investment advisory services through Global Retirement Partners LLC, spending nearly full-time hours on this activity.

Employment History
Current Registrations
Global Retirement Partners LLC
April 2017 - Present · 9 yrs 6 mos
LPL Financial LLCBroker
April 2017 - Present · 9 yrs 6 mos
Previous Registrations
Kestra Investment Services, LLCBroker
April 2011 - April 2017 · 6 yrs
Valmark Securities, INC.Broker
December 1999 - May 2011 · 11 yrs 5 mos
New England SecuritiesBroker
November 1999 - February 2000 · 3 mos
State Registrations1 state
OH
AdvisorBrokerBoth

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
No exam information available for this advisor.
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