William Horn
William Horn is a registered investment advisor at Global Retirement Partners LLC, based in Barrington, RI, with 20 years of industry experience. William 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
47 Maple Ave, Ste 2, Barrington, RI, 02806
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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
William operates under multiple DBAs related to his LPL business and GRP, a registered investment advisor, dedicating full-time hours to these investment-related activities. He also coaches lacrosse, spending about 10-20% of his time on this non-investment related activity.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Signator Investors, INC.Broker
State Registrations11 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.