Patrick Morrell
Patrick Morrell is a registered investment advisor at Global Retirement Partners LLC, based in San Rafael, CA, with 19 years of industry experience. Patrick 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
4340 Redwood Highway, Suite B-60, San Rafael, CA, 94903
Get directionsHistory
Regulatory History (1)
Criminal
August 2005Other Business Activities
Patrick is a registered investment advisor doing business as Ingham Retirement Group, providing financial advice. This takes nearly all of Patrick's time.
Employment History
Current Registrations
Global Retirement Partners LLC
Previous Registrations
Ingham Retirement Group
LPL Financial LLC
LPL Financial LLCBroker
J.P. Morgan Institutional Investments INC.Broker
Jpmorgan Distribution Services, INC.Broker
Nrp Advisors, INC.
Nrp Financial, INC.Broker
Nrp Financial, INC.
Nrp Advisors, INC.
Saggezza Investment Management, LLC
State Registrations1 state
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.