Daniel Demarco is a registered investment advisor at Global Retirement Partners LLC, based in Boston, MA, with 28 years of industry experience. Daniel 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
396 Commonwealth Ave. D-28, Boston, MA, 02215
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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
Daniel holds W-2 employment at Hub International and dedicates full-time hours to this role. He also works with Hub Retirement and Wealth Management, Alpha Pension Group, and Global Retirement Partners, all investment-related activities, dedicating full-time hours to these roles as well.
Employment History
Current Registrations
Global Retirement Partners LLC
HUB International Investment Services INC.Broker
LPL Financial LLCBroker
HUB International Investment Services INC.
Previous Registrations
Adp Broker-Dealer, INC.Broker
Putnam Retail Management Limited PartnershipBroker
Fidelity Investments Institutional Services Company, INC.Broker
Putnam Retail Management Limited PartnershipBroker
State Registrations51 states
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