Catherine Jaeger
Catherine Jaeger is a registered investment advisor at Global Retirement Partners LLC, based in Chicago, IL, with 10 years of industry experience. Catherine 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
150 N. Riverside Plaza, 17th Floor, Chicago, IL, 60606
Get directionsHistory
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
Catherine works full-time for HUB International since December 2023. She also works full-time for HUB Retirement and Wealth Management and Global Retirement Partners, providing administrative support to the latter.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Thrivent Investment Management INC.Broker
Thrivent Investment Management INC.
Ohanesian / Lecours, INC.
Ohanesian / Lecours, INC.Broker
Tweedy, Browne Company LLCBroker
State Registrations1 state
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