Robert Clements
Robert Clements is a ChFC-designated registered investment advisor at Global Retirement Partners LLC, based in Wayne, PA, with 22 years of industry experience. Robert 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
460 E Swedesford Rd., Ste 2020, Wayne, PA, 19087
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
Robert is involved in several business activities, including providing investment advisory services through Global Retirement Partners, LLC, and operating DBAs for LPL business. He also receives compensation as a life insurance broker and sells health insurance and non-variable insurance products through MassMutual, spending varying amounts of time on each activity.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Independence Square Holdings, LLC
Private Advisor Group, LLC
New England Securities Corporation
New England SecuritiesBroker
State Registrations7 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.