Ian Hartley
Ian Hartley is a registered investment advisor at Global Retirement Partners LLC, based in University Place, WA, with 26 years of industry experience. Ian 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
3560 Bridgeport Way W, Ste 3G, University Place, WA, 98466
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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
Ian uses La Quinta Holdings LLC for tax and investment purposes, investing in local real estate ventures, dedicating minimal time. He also operates under the DBA Westgate Capital Consultants for his LPL business, dedicating full-time hours.
Employment History
Current Registrations
Global Retirement Partners LLC
HUB International Investment Services INC.Broker
HUB International Investment Services INC.
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Hartford Securities Distribution Company, INC.Broker
Russell Investments
Russell Financial Services, INC., Part of Russell InvestmentsBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations9 states
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