James Strother
James Strother is a registered investment advisor at Global Retirement Partners LLC, based in Rockville, MD, with 25 years of industry experience. James 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
1445 Research Blvd, Suite 340, Rockville, MD, 20850
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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 ActivitiesSells Insurance
James sells non-variable insurance through Raffa Financial Services and HUB International, and dedicates minimal time to this activity. He also provides investment advisory services through Global Retirement Partners, LLC, and is the owner of James Strother & Associates, LLC, a business entity for tax/investment purposes only, and operates a DBA for LPL Business through HUB International, taking about half of his time.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations28 states
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