Blake Schreck is a registered investment advisor at Global Retirement Partners LLC, based in Sandy, UT, with 22 years of industry experience. Blake 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
75 W. Townridge Parkway, Tower 2, Suite 400, Sandy, UT, 84070
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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
Blake operates his LPL business under the DBA Hub Retirement and Wealth Management. He also has outside W-2 employment with Hub International, but dedicates no time to it.
Employment History
Current Registrations
Global Retirement Partners LLC
HUB International Investment Services INC.
LPL Financial LLCBroker
HUB International Investment Services INC.Broker
Previous Registrations
Strategic Advisers LLC
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations13 states
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