Alexander Naki is a registered investment advisor at Global Retirement Partners LLC, based in Granite Bay, CA, with 6 years of industry experience. Alexander 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
9700 Village Center Drive, #236, Granite Bay, CA, 95746
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
Alexander works as a delivery driver for Door Dash. This takes minimal time and is not investment-related.
Employment History
Current Registrations
Global Retirement Partners LLC
Previous Registrations
Financial Advocates Investment Management
LPL Financial LLCBroker
State Registrations1 state
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