Trent Bryson
Trent Bryson is a registered investment advisor at Global Retirement Partners LLC, based in Long Beach, CA, with 26 years of industry experience. Trent 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
3777 Long Beach Blvd., 5th Floor, Long Beach, CA, 90807
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2023Other Business ActivitiesSells Insurance
Trent is involved in several business activities, including insurance sales (property & casualty, life, health, and group medical) through Bryson Agency, Inc. and Bryson Financial, taking about a quarter of his time overall. He also dedicates full-time hours to providing investment advisory services through Global Retirement Partners, LLC and its DBA, Bryson Wealth Management, and spends minimal time on real estate rental and serving as a board member for Culture Works, LLC.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Independent Financial Partners
Nrp Advisors, INC.
Nrp Financial, INC.
Nrp Financial, INC.Broker
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Carillon Investments, INC
Carillon Investments, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations28 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.