Charles Munkwitz is a registered investment advisor at Global Retirement Partners LLC, based in Wauwatosa, WI, with 19 years of industry experience. Charles 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
1425 Discovery Parkway, Wauwatosa, WI, 53226
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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
Charles owns a rental property since 2017, dedicating minimal time to it. He is also a relationship manager at M3 Financial LLC, spending full-time hours on investment-related activities.
Employment History
Current Registrations
Global Retirement Partners LLC
Previous Registrations
Three Lakes Securities, LLC
Three Lakes Securities, LLCBroker
Coordinated Capital Securities, INC.
Coordinated Capital Securities, INC.Broker
Quest Capital Strategies, INC.Broker
World Group Securities, INC.Broker
Wma Securities, INC.Broker
Northwestern Mutual Investment Services, INC.Broker
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.