Sarah Colotto
Sarah Colotto is a registered investment advisor at Global Retirement Partners LLC, based in Cleveland, OH, with 10 years of industry experience. Sarah 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
950 Main Avenue, Suite 1420, Cleveland, OH, 44113
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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
Sarah operates under the DBA Oswald Financial Inc. for her LPL business and is a registered investment advisor. She also provides administrative support to Global Retirement Partners, another independent investment advisor firm, dedicating nearly full-time hours to each activity.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Capfinancial Securities, LLC.Broker
Captrust
Global Retirement Partners LLC
LPL Financial LLC
LPL Financial LLCBroker
Independent Financial Group, LLCBroker
State Registrations1 state
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.