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Amy Gomez

Global Retirement Partners LLC
10 Years of Experience
Blue Bell, PA
Broker
View SEC Summary
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Amy Gomez is a registered investment advisor at Global Retirement Partners LLC, based in Blue Bell, PA, with 10 years of industry experience. Amy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Federal Employees, and 4 more. Their firm serves 28,693 clients with $170B in assets under management.

Global Retirement Partners LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
489 advisors
Number of Clients
28,693 clients
Average Client Portfolio
$5.9M average
Assets Under Management
$169.6B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.50%
$2M+1.00%

Fees may be paid monthly or quarterly, in arrears or in advance. Alternative schedules apply to specific third-party programs like Dynamic LifeManagement, where rates start at 1.25% for assets under $500,000 and decrease for larger amounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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View Full SEC Brochure

Location

980 Jolly Road, Suite 100, Blue Bell, PA, 19422

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Amy is involved in several investment-related activities, including working for WhartonHill Advisors (now a division of HUB International) and Global Retirement Partners LLC. She also works as a notary public, dedicating minimal time to this activity.

Employment History
Current Registrations
Global Retirement Partners LLC
March 2019 - Present · 7 yrs 7 mos
LPL Financial LLCBroker
February 2016 - Present · 10 yrs 8 mos
Previous Registrations
Independent Financial Partners
December 2016 - April 2019 · 2 yrs 4 mos
State Registrations2 states
NJPA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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