Meredith Coffey is a registered investment advisor at Global Retirement Partners LLC, based in Lancaster, MA, with 5 years of industry experience. Meredith 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
Lancaster, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Global Retirement Partners LLC
Previous Registrations
HUB International Investment Services INC. (hiis)
Ballentine Partners
Securities America, INC.Broker
LPL Financial LLCBroker
State Registrations1 state
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