Charlotte Macfarlane
Charlotte Macfarlane is a registered investment advisor at Global Retirement Partners LLC, based in Sandy, UT, with 7 years of industry experience. Charlotte 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
45 West 10000 South #106, Sandy, UT, 84070
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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
Charlotte works full-time for HUB International and Global Retirement Partners, providing investment advisory services and qualified plan consulting. She supports advisors who act as Investment Advisor Representatives under Global Retirement Partners RIA dba HUB Retirement and Wealth Management.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
LPL Financial LLC
State Registrations2 states
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