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CFP
AM
CFP

Andrew Michael

Global Retirement Partners LLC
8 Years of Experience
Charlotte, NC
Sells Insurance
View SEC Summary
View SEC Summary

Andrew Michael is a CFP-designated registered investment advisor at Global Retirement Partners LLC, based in Charlotte, NC, with 8 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. 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
—
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

Andrew operates Retirement Plan Analytics as a DBA for his LPL business. He is also an insurance agent with Crump Insurance, providing life insurance services.

Employment History
Current Registrations
Global Retirement Partners LLC
December 2020 - Present · 5 yrs 10 mos
Previous Registrations
LPL Financial LLCBroker
April 2020 - December 2020 · 8 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
November 2017 - March 2020 · 2 yrs 4 mos
State Registrations1 state
NC
Advisor

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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