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Allison Rosenberg

Global Retirement Partners LLC
20 Years of Experience
Bethesda, MD
View SEC Summary
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Allison Rosenberg is a registered investment advisor at Global Retirement Partners LLC, based in Bethesda, MD, with 20 years of industry experience. Allison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Federal Employees, and 4 more. Their firm serves 28,693 clients with $170B in assets under management.

Global Retirement Partners LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
489 advisors
Number of Clients
28,693 clients
Average Client Portfolio
$5.9M average
Assets Under Management
$169.6B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.50%
$2M+1.00%

Fees may be paid monthly or quarterly, in arrears or in advance. Alternative schedules apply to specific third-party programs like Dynamic LifeManagement, where rates start at 1.25% for assets under $500,000 and decrease for larger amounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7700 Old Georgetown Road, Suite 630, Bethesda, MD, 20814

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Global Retirement Partners LLC
October 2023 - Present · 3 yrs
Previous Registrations
Global Retirement Partners LLC
October 2023 - October 2023 · 0 mos
Commonwealth Financial Network
May 2020 - November 2023 · 3 yrs 6 mos
Commonwealth Financial NetworkBroker
January 2019 - November 2023 · 4 yrs 10 mos
MML Distributors, LLCBroker
January 2013 - January 2019 · 6 yrs
Hartford Securities Distribution Company, INC.Broker
January 2009 - January 2013 · 4 yrs
Hartford Equity Sales Company INC.Broker
May 2006 - January 2009 · 2 yrs 8 mos
State Registrations2 states
MDVA
Advisor

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.

Exams
No exam information available for this advisor.
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