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Aimee Price

Global Retirement Partners LLC
11 Years of Experience
San Rafael, CA
Broker
View SEC Summary
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Aimee Price is a registered investment advisor at Global Retirement Partners LLC, based in San Rafael, CA, with 11 years of industry experience. Aimee is also registered as a broker, so some compensation may come from commissions on products sold. 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.

Global Retirement Partners LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
489 advisors
Number of Clients
28,693 clients
Average Client Portfolio
$5.9M average
Assets Under Management
$169.6B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.50%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4340 Redwood Highway, Suite B-60, San Rafael, CA, 94903

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Aimee is involved with several investment-related activities, including providing financial planning and consulting services through RPA Financial, LLC and investment advisory services through Global Retirement Partners, LLC. She also provides administrative support to Global Retirement Partners and works for HUB International, dedicating full-time hours to these roles.

Employment History
Current Registrations
Global Retirement Partners LLC
January 2015 - Present · 11 yrs 9 mos
LPL Financial LLC
October 2014 - Present · 12 yrs
LPL Financial LLCBroker
October 2014 - Present · 12 yrs
Previous Registrations
LPL Financial LLC
December 2016 - November 2022 · 5 yrs 11 mos
LPL Financial LLC
May 2016 - December 2016 · 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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