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EA
CFP
EA
CFP

Evan Avery

Global Retirement Partners LLC
9 Years of Experience
Charlotte, NC
BrokerSells Insurance
View SEC Summary
View SEC Summary

Evan Avery is a CFP-designated registered investment advisor at Global Retirement Partners LLC, based in Charlotte, NC, with 9 years of industry experience. Evan 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

10715 Sikes Place, Suite 100, Charlotte, NC, 28277

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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 ActivitiesSells Insurance

Evan operates Retirement Plan Analytics as a DBA for his LPL business and is an IAR with Global Retirement Partners, LLC, spending full-time hours on these activities. He also engages in non-variable insurance activities through The Pinnacle Group and Crump Life Insurance Services, dedicating a few hours per week and about 10% of his time, respectively.

Employment History
Current Registrations
Global Retirement Partners LLC
February 2019 - Present · 7 yrs 8 mos
LPL Financial LLC
January 2018 - Present · 8 yrs 9 mos
LPL Financial LLCBroker
January 2018 - Present · 8 yrs 9 mos
Previous Registrations
LPL Financial LLC
December 2017 - February 2019 · 1 yr 2 mos
Ronald Blue & CO., LLC
August 2016 - November 2016 · 3 mos
State Registrations14 states
FLGAINKSMANCNEOHORSCUTVAWAWV
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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