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Bennett Gerard Fitzmaurice

Global Retirement Partners LLC

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About Bennett Gerard Fitzmaurice

Bennett Gerard Fitzmaurice is an Investment Advisor Representative with Global Retirement Partners LLC and has been with the firm since July 2022. Bennett is registered to provide investment advice in Wisconsin and has a Series 65 license. Before working at Global Retirement Partners LLC, Bennett held positions at a variety of companies in Illinois and Colorado. Bennett is a specialist in a variety of areas including investment management, pension consulting, and financial planning. Bennett has a strong understanding of the needs of clients of all ages and backgrounds. Bennett is committed to providing clients with personalized investment advice and guidance.

Firm Information

Bennett Fitzmaurice is currently registered with Global Retirement Partners LLC. Global Retirement Partners LLC is an investment advisory firm headquartered in San Rafael, California, with over 500 investment adviser representatives and 328 licensed agents. The firm manages over $140 billion in assets for a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Global Retirement Partners offers a range of advisory services, including financial planning, pension consulting, portfolio management, and selection of other advisors. They are registered with the SEC under the number 801-80074 and participate in wrap fee programs.
Global Retirement Partners LLC

4340 REDWOOD HIGHWAY

SAN RAFAEL, CA 94903

$140.72B

Assets Under Management

161

Total Clients

375

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bennett Fitzmaurice’s Registration & Firm History

WI

09/08/2022 - Present

Global Retirement Partners LLC (Wauwatosa WI)

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Licenses & Designations

IA

Issued 09/08/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bennett Gerard Fitzmaurice.
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