James Bartoszewicz
James Bartoszewicz is a registered investment advisor at Global Retirement Partners LLC, based in Pittsburgh, PA, with 24 years of industry experience. James 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
210 Sixth Ave., 30th Floor, Pittsburgh, PA, 15222
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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
James is the principal of C&J Enterprises, LLC and a Senior Vice President and Retirement Plan Consulting Advisor at HUB International.
Employment History
Current Registrations
Global Retirement Partners LLC
Previous Registrations
Fiducia Group, LLC
Financial Telesis, INC.
Cowden Advisers, INC.
Invesmart Advisors INC
State Registrations7 states
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