Steven Smith
Steven Smith is a registered investment advisor at Global Retirement Partners LLC, based in Hunt Valley, MD, with 2 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
11019 McCormick road #110, Hunt Valley, MD, 21031
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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
Steven works as a golf caddy and is associated with HUB Retirement and Wealth Management and HUB International. He also provides investment advisory services through Global Retirement Partners, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Global Retirement Partners LLC
HUB International Investment Services INC.Broker
LPL Financial LLCBroker
HUB International Investment Services INC.
Previous Registrations
Arkadios Wealth Advisors
Arkadios CapitalBroker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations1 state
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.