Steven Dorman
Steven Dorman is a ChFC-designated registered investment advisor at Global Retirement Partners LLC, based in Mclean, VA, with 52 years of industry experience. Steven 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
8300 Greensboro Drive, Suite 700, Mclean, VA, 22102
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 ActivitiesSells Insurance
Steven offers life, disability, long-term care insurance, and fixed annuities, dedicating about 10% of his time to this. He is also the President of WFG Benefits, Inc., an insurance agency that offers group insurance, taking about half of Steven's time.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
LPL Financial LLC
MML Investors Services, LLC
MML Investors Services, INC.
Washington Financial Group, INC.
MML Investors Services, LLCBroker
Personal Economics Securities CorporationBroker
Penn Mutual Equity Services, INC.Broker
State Registrations13 states
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.