Lauren Mcbeth is a registered investment advisor at Global Retirement Partners LLC, based in Spokane, WA, with 5 years of industry experience. Lauren 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
Lauren has several investment-related DBAs and roles, including Longbow Financial Services and HUB Retirement and Wealth Management, taking up a significant amount of her time. She also provides administrative support to Global Retirement Partners, spending minimal time on this activity.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations1 state
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