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Patrick Morrell

Global Retirement Partners LLC
19 Years of Experience
Oswego, NY
1 Disclosure
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Patrick Morrell is a registered investment advisor at Global Retirement Partners LLC, based in Oswego, NY, 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 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

75 W Bridge Street, Suite 3, Oswego, NY, 13126

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History

Regulatory History (1)
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Criminal
August 2005
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other 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
April 2017 - Present · 9 yrs 6 mos
Previous Registrations
Ingham Retirement Group
February 2014 - August 2017 · 3 yrs 6 mos
LPL Financial LLC
February 2012 - April 2015 · 3 yrs 2 mos
LPL Financial LLCBroker
February 2012 - April 2017 · 5 yrs 2 mos
J.P. Morgan Institutional Investments INC.Broker
January 2011 - February 2012 · 1 yr 1 mo
Jpmorgan Distribution Services, INC.Broker
October 2010 - January 2011 · 3 mos
Nrp Advisors, INC.
January 2008 - September 2010 · 2 yrs 8 mos
Nrp Financial, INC.Broker
February 2007 - September 2010 · 3 yrs 7 mos
Nrp Financial, INC.
January 2007 - January 2008 · 1 yr
Nrp Advisors, INC.
September 2006 - January 2007 · 4 mos
Saggezza Investment Management, LLC
August 2006 - April 2007 · 8 mos
State Registrations1 state
NY
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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