Elizabeth Hartley
Elizabeth Hartley is a registered investment advisor at Global Retirement Partners LLC, based in University Place, WA, with 23 years of industry experience. Elizabeth 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, Suite 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
Elizabeth operates Westgate Capital Consultants, LLC as a DBA for her LPL business, dedicating nearly full-time hours to it. She also holds a Notary Public Appointment with the State of Washington, but spends no time on this activity.
Employment History
Current Registrations
Global Retirement Partners LLC
HUB International Investment Services INC.
HUB International Investment Services INC.Broker
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Russell Investments
Russell Financial Services, INC., Part of Russell InvestmentsBroker
Russell Fund Distributors, INC. Part of Russell Investment GroupBroker
Stanford Group CompanyBroker
State Registrations2 states
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