Matthew Kulp
Matthew Kulp is a CFP-designated registered investment advisor at Global Retirement Partners LLC, based in Allentown, PA, with 24 years of industry experience. Matthew 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.
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
3440 Hamilton Blvd., Allentown, PA, 18103
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 ActivitiesSells Insurance
Matthew is a co-owner and partner at Legacy Planning Partners, LLC, and sells fixed insurance. He also co-owns rental property in Susquehanna, PA, and is SVP Wealth Management for Legacy Planning Partners, a HUB International Company, dedicating all of his time to this role.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
HUB International Investment Services INC.
HUB International Investment Services INC.Broker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations21 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
More Advisors
- John Pellosie, CFPGlobal Retirement Partners LLC
- Melissa Gerhardt, CFP, ChFCGlobal Retirement Partners LLC
- Gregory Russo, ChFC
- Thomas Sylvester, CFPChoreo, LLC
- Camerone Giancaterino, CFPChoreo, LLC
- William Smith, CFA