Andrew Torelli is a ChFC-designated registered investment advisor at Global Retirement Partners LLC, based in Irvine, CA, with 56 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Federal Employees, and 4 more. Their firm serves 28,693 clients with $170B 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% |
Fees may be paid monthly or quarterly, in arrears or in advance. Alternative schedules apply to specific third-party programs like Dynamic LifeManagement, where rates start at 1.25% for assets under $500,000 and decrease for larger amounts.
Fee Estimator
Location
5151 California Ave. #100, Irvine, CA, 92627
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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
Andrew serves on the Board of Directors for Stonebridge Inn HOA, dedicating minimal time. He is also a board member for BUILD, partnering with schools to help disadvantaged kids graduate, also requiring minimal time.
Employment History
Current Registrations
Global Retirement Partners LLC
Previous Registrations
Osaic Wealth, INC.Broker
Gallagher Fiduciary Advisors, LLC
Triad Advisors LLCBroker
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
Dolphin Securities, INC.Broker
Capital Alliance Investments IncorporatedBroker
Manequity, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations2 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.
Exams
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