Torey Edwards
Torey Edwards is a registered investment advisor at Global Retirement Partners LLC, based in Long Beach, CA, with 16 years of industry experience. Torey 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
3777 Long Beach Blvd. 5th Floor, Long Beach, CA, 90814
Get directionsHistory
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
Torey is an insurance agent for Union Central Life Insurance since 2013, selling life, disability, and fixed annuities, dedicating about a quarter of their time. Torey also provides investment advisory services through Global Retirement Partners LLC, spending nearly full-time on this activity, and is an insurance producer since 2022.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
LPL Financial LLC
Nrp Advisors, INC.
Nrp Financial, INC.Broker
State Registrations4 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.