Duncan Purvis
Duncan Purvis is a registered investment advisor at Global Retirement Partners LLC, based in Grand Rapids, MI, with 19 years of industry experience. Duncan 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
4650 Plainfield Ave NE, Suite A, Grand Rapids, MI, 49525
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
Duncan is an employee at BHS Insurance, where he works in sales, and a sole proprietor for seasonal refereeing. He also serves as Secretary for the Rockford Education Foundation, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Global Retirement Partners LLC
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Financial Telesis, INC.
Financial Telesis INCBroker
Nylife Securities LLCBroker
State Registrations2 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.