Kevin Price
Kevin Price is a registered investment advisor at Global Retirement Partners LLC, based in Grand Junction, CO, with 23 years of industry experience. Kevin 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
2793 Skyline Ct Ste D, Grand Junction, CO, 81506
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2005Other Business ActivitiesSells Insurance
Kevin is involved in several business activities, including non-variable insurance sales (life, health, LTC, disability, fixed annuity), real estate rentals, and registered investment advisor roles through Global Retirement Partners, LLC, Insight Financial Solutions, and DWC Wealth Advisors. He dedicates a full-time commitment to Global Retirement Partners, LLC and Insight Financial Solutions, and about 10-20% of his time to DWC Wealth Advisors.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cornerstone Wealth Management, LLC
Spc
Sigma Financial CorporationBroker
Royal Alliance Associates, INC.Broker
Nylife Securities INC.Broker
State Registrations8 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.