Keith Berry is a registered investment advisor at Global Retirement Partners LLC, based in Wauwatosa, WI, with 26 years of industry experience. Keith 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
Get directionsHistory
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
Keith is an employee of M3 Financial LLC, working as a retirement plan consultant and certified 401(k) professional since 2013. This is a full-time commitment for Keith.
Employment History
Current Registrations
Global Retirement Partners LLC
Previous Registrations
Three Lakes Securities, LLCBroker
Three Lakes Securities, LLC
Coordinated Capital Securities, INC.Broker
Coordinated Capital Securities, INC.
Stancorp Investment Advisers, INC.
Stancorp Equities, INC.Broker
Princor Financial Services CorporationBroker
Robert W. Baird & CO. IncorporatedBroker
Strong Investments, 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.