Gerad Thorell
Gerad Thorell is a registered investment advisor at Global Retirement Partners LLC, based in Wayne, PA, with 28 years of industry experience. Gerad 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
460 E Swedesford Rd., Ste 2020, Wayne, PA, 19087
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2004Other Business Activities
Gerad is an investment advisor representative (IAR) with Global Retirement Partners LLC since 2019, spending about half his time on this. He also operates FRS Capital Management as a DBA for his LPL business, dedicating nearly full-time hours to it.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Private Advisor Group, LLC
Metlife Securities INC.Broker
Metlife Securities INC.
Newsquare Capital, LLC
New England Securities Corporation
New England SecuritiesBroker
State Registrations8 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.