Amanda Banta is a registered investment advisor at Global Retirement Partners LLC, based in Spokane, WA, with 7 years of industry experience. Amanda 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
835 N Post Street, Suite 203, Spokane, WA, 99201
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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 Activities
Amanda is involved in several business activities, including working for Longbow Financial Services, Gonzaga University as an adjunct professor, and as a travel agent. She also works for Hub International and Global Retirement Partners, providing investment advisory services and dedicating nearly full-time hours to the latter.
Employment History
Current Registrations
HUB International Investment Services INC.
Global Retirement Partners LLC
HUB International Investment Services INC.Broker
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations3 states
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