IM
IM

Ignacio Morrell

16 Years of Experience
Northbrook, IL

Ignacio Morrell is a registered investment advisor at Global Retirement Partners LLC, based in Northbrook, IL, with 16 years of industry experience. Ignacio 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
461 advisors
Number of Clients
24,340 clients
Average Client Portfolio
$5.9M average
Assets Under Management
$143.4B

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.50%
$2M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

707 Skokie Blvd., Suite 400, Northbrook, IL, 60062

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Global Retirement Partners LLC
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Sheridan Road Advisors, LLC, a HUB International Company
December 2021 - October 2022 · 10 mos
Independent Financial Partners
October 2010 - June 2018 · 7 yrs 8 mos
LPL Financial LLCBroker
September 2010 - June 2018 · 7 yrs 9 mos
Edward Jones
January 2007 - September 2010 · 3 yrs 8 mos
Edward JonesBroker
May 2006 - September 2010 · 4 yrs 4 mos
State Registrations3 states
FLILMS
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.