Angela Talbot is a registered investment advisor at Global Retirement Partners LLC, based in Scottsdale, AZ, with 11 years of industry experience. Angela 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
8777 N. Gainey Center Drive, Suite 201, Scottsdale, AZ, 85258
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
Angela works as a pet sitter through Rover, a childcare/pet care consultant through Care.com, and as a shopper for Instacart. These activities are not investment-related and take minimal time.
Employment History
Current Registrations
Global Retirement Partners LLC
Previous Registrations
Trek Financial
State Registrations2 states
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