Melissa Gerhardt
Melissa Gerhardt is a CFP, ChFC-designated registered investment advisor at Global Retirement Partners LLC, based in Allentown, PA, with 17 years of industry experience. Melissa 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
3440 Hamilton Blvd., Allentown, PA, 18103
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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
Melissa sells fixed insurance under the name 'Legacy Planning Partners' and dedicates about 10% of her time to this. She is also a VP of Wealth Management for Legacy Planning Partners, a HUB International Company, dedicating all of her time to this role, and owns MG Financial Consulting, LLC.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
HUB International Investment Services INC.
HUB International Investment Services INC.Broker
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
State Registrations13 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.