Charles Merrick
Charles Merrick is a registered investment advisor at Global Retirement Partners LLC, based in Baltimore, MD, with 7 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Federal Employees, and 4 more. Their firm serves 28,693 clients with $170B 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% |
Fees may be paid monthly or quarterly, in arrears or in advance. Alternative schedules apply to specific third-party programs like Dynamic LifeManagement, where rates start at 1.25% for assets under $500,000 and decrease for larger amounts.
Fee Estimator
Location
1500 Whetstone Way, Suite 201, Baltimore, MD, 21230
Get directionsHistory
Regulatory History (2)
Judgment / Lien
October 2015Judgment / Lien
December 2013Other Business Activities
Charles uses RCM&D as a DBA for his LPL business.
Employment History
Current Registrations
Global Retirement Partners LLC
State Registrations1 state
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.
Exams
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