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Charles Merrick
22 Years of Experience
Baltimore, MD
2 Disclosures
Charles Merrick is a registered investment advisor at Global Retirement Partners LLC, based in Baltimore, MD, with 22 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
461 advisors
Number of Clients
24,340 clients
Average Client Portfolio
$5.9M average
Assets Under Management
$143.4B
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1500 Whetstone Way, Suite 201, Baltimore, MD, 21230
Get directionsHistory
Regulatory History (2)
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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
October 2018 - Present · 7 yrs 7 mos
Previous Registrations
LPL Financial LLCBroker
January 2016 - March 2016 · 2 mos
Capital Portfolio Management, INC.Broker
March 2014 - May 2015 · 1 yr 2 mos
Morgan StanleyBroker
June 2009 - December 2013 · 4 yrs 6 mos
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker, IncorporatedBroker
April 2000 - February 2006 · 5 yrs 10 mos
State Registrations1 state
MD
Advisor
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
No exam information available for this advisor.