Christopher Underwood
Christopher Underwood is a registered investment advisor at Global Retirement Partners LLC, based in Portsmouth, NH, with 9 years of industry experience. Christopher 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
25 Market Street, Suite 2B, Portsmouth, NH, 03801
Get directionsHistory
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
Christopher operates RSG Advisory as a DBA for his LPL business and is also affiliated with Retirement Solution Group, LLC as a third-party administrator. He spends nearly full-time providing administrative support to Global Retirement Partners, an independent investment advisor firm.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ausdal Financial Partners, INC.Broker
State Registrations2 states
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