Manuel Mejia
Manuel Mejia is a registered investment advisor at Global Retirement Partners LLC, based in Blue Bell, PA, with 13 years of industry experience. Manuel 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
980 Jolly Road, Suite 100, Blue Bell, PA, 19422
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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
Manuel has outside W-2 employment with HUB International since November 2024, taking nearly full-time. He also provides administrative support to Global Retirement Partners and works as a financial advisor selling non-variable insurance, dedicating a few hours per week to this.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
Hartford Funds Distributors, LLCBroker
PFS Investments INC.Broker
Pacer Financial, INC.Broker
PFS Investments INC.Broker
Lincoln Financial Distributors, INC.Broker
Nylife Securities LLCBroker
State Registrations1 state
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