Global Retirement Partners is a registered investment advisor that offers a wide range of services to individuals, retirement plans, trusts, and businesses. Originally founded in 2014 and now a subsidiary of HUB International, the firm provides investment management, retirement plan consulting, and specialized financial planning. Clients can access services directly through Global Retirement Partners advisors or via partnerships with third-party platforms and broker-dealers such as LPL Financial. The firm emphasizes a comprehensive approach to wealth management, coordinating investment guidance with broader financial strategies. Investment management is offered through various programs with customized portfolios, while financial planning services cover areas such as retirement income projections, tax strategies, and estate planning. Global Retirement Partners utilizes a network of investment advisor representatives who may operate independently or as part of affiliated companies, providing personalized guidance tailored to individual client goals and risk tolerances.
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% |
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.