Michael Madsen
Michael Madsen is a registered investment advisor at Global Retirement Partners LLC, based in South Salt Lake, UT, with 24 years of industry experience. Michael 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
2200 S. Main Street, #600, South Salt Lake, UT, 84115
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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
Michael operates under several DBAs for his LPL business, including Leavitt Retirement Partners - West and GBS RETIRE. He also provides investment advisory services through Global Retirement Partners, dedicating full-time hours to these activities.
Employment History
Current Registrations
Global Retirement Partners LLC
Previous Registrations
LPL Financial LLCBroker
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Principal Securities, INC.Broker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Transamerica Investors Securities CorporationBroker
Fidelity Brokerage Services LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations6 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.