Advisor at Global Retirement Partners LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Global Retirement Partners LLC
Location
Seneca, SC 29678
Credentials
CFP®, Series 63, Series 65
Industry experience
10 years
Fixed fees negotiated per engagement; retainer not exceeding $1,200 if services cannot be performed within six months
$0 - $1,000,000: 2.0% annually $1,001,000 - $2,000,000: 1.5% annually $2,000,001+: 1.0% annually
Up to $350/hour for financial planning and consulting services
Account minimum: $10,000 Fee-only: Hourly fees up to $350/hour; Fixed fees negotiated per engagement, retainer not exceeding $1,200 if services cannot be performed within six months
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2018 - 2020 (2 years)
Goldman Sachs Personal Financial Mgmt
2015 - 2020 (5 years)
United Capital Financial Advisers, LLC
2015 - 2020 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, ChFC®, Series 66
Seneca, SC
Edward Jones
Series 66
Clemson, SC
Edward Jones
Series 66
Seneca, SC
Edward Jones
Series 66
Westminster, SC
Edward Jones
Series 66
Seneca, SC
Fidelity
Bob Powers is a Financial Consultant currently working at Fidelity Investments, where he has been employed since 2023. In his role, he focuses on developing personalized financial plans by understanding the unique needs of his clients' families and collaborating with them to align strategies with their goals. Before his current position, Bob served as a Financial Consultant I at Fidelity Investments from 2023 to 2024. His approach emphasizes helping clients feel secure about accumulating wealth and protecting their family's future. Outside of his professional work, Bob enjoys boating, family activities, golf, hiking, and spending time at the lake.
CFP®, Series 63, Series 66
Seneca, SC
Edward Jones
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