Matthew Rauen
Matthew Rauen is a registered investment advisor at Global Retirement Partners LLC, based in Grand Junction, CO, with 14 years of industry experience. Matthew 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
205 N. 4th Street, Suite 402, Grand Junction, CO, 81501
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
Matthew owns rental real estate and is associated with Global Retirement Partners, LLC, providing investment advisory services, dedicating nearly full-time hours to these activities. He also has DBAs for his LPL business and sells non-variable insurance.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations9 states
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