Wayne Boenig
Wayne Boenig is a CFA, CFP-designated registered investment advisor at Global Retirement Partners LLC, based in Barrington, RI, with 19 years of industry experience. Wayne 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
47 Maple Ave., Suite 2, Barrington, RI, 02806
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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
Wayne operates under the DBAs Retirement & Benefit Partners and Global Retirement Partners for his LPL business and as a Registered Investment Advisor. He dedicates about half of his time providing investment advisory services through Global Retirement Partners.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
United Capital Financial Advisers
Pfe Advisors, INC.
Pfe Advisors, LLC
State Registrations3 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.