David Wolven
David Wolven is a registered investment advisor at Global Retirement Partners LLC, based in Blue Bell, PA, with 18 years of industry experience. David 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
980 Jolly Road, Suite 100, Blue Bell, PA, 19422
Get directionsHistory
Regulatory History (1)
Criminal
June 1995Other Business ActivitiesSells Insurance
David works full-time for HUB International and its DBAs, WhartonHill Advisors and HUB Retirement & Wealth Mgmt, and Global Retirement Partners, providing investment advisory services. He also works with Global Retirement Partners in property and casualty.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
Empower Financial Services, INC.Broker
Adp Broker-Dealer, INC.Broker
Vfinance Investments, INCBroker
Schonfeld Securities, LLCBroker
Gibraltar Securities CO.Broker
First Republic Group, LLCBroker
PFS Investments INC.Broker
State Registrations2 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.