Luke Barnett
Luke Barnett is a registered investment advisor at Global Retirement Partners LLC, based in Lisle, IL, with 15 years of industry experience. Luke 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
750 Warrenville Dr, Suite 400, Lisle, IL, 60532
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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
Luke is co-fiduciary of the Connor & Gallagher 401k plan and has a DBA for LPL business. He also works with Connor & Gallagher Benefit Services, offering non-variable insurance products, and spends about 10-20% of his time as an IAR with Global Retirement Partners.
Employment History
Current Registrations
Global Retirement Partners LLC
Previous Registrations
LPL Financial LLCBroker
Financial Telesis, INC.
Financial Telesis INCBroker
Lasalle St. Investment Advisors, L.L.C.
Lasalle St Securities, L.L.C.Broker
Princor Financial Services CorporationBroker
State Registrations1 state
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