Amy Burk is a CFP-designated registered investment advisor at Global Retirement Partners LLC, based in Seneca, SC, with 10 years of industry experience. Amy 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
811 By Pass 123, Seneca, SC, 29678
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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
Amy is associated with multiple entities including Golden Corner Wealth Advisors, HUB Retirement and Wealth Management, Golden Green Inc, and Global Retirement Partners, all investment-related. She also works for HUB International and owns 2 Handfuls, LLC for tax/investment purposes, dedicating minimal time to it.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
Golden Corner Wealth Advisors
Fortune Financial Services, INC.Broker
Cetera Advisor Networks LLCBroker
Goldman Sachs Personal Financial Management
State Registrations4 states
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