Susan Gibbs
Susan Gibbs is a registered investment advisor at Global Retirement Partners LLC, based in San Rafael, CA, with 37 years of industry experience. Susan 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
4340 Redwood Highway, Suite B-60, San Rafael, CA, 94903
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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
Susan is a financial advisor/relationship manager at HUB International, dedicating full-time hours. She also provides administrative support to Private Advisor Group through Sheridan Advisors LLC, also full-time. Additionally, she works as an Investment Advisor Representative for HUB Retirement and Wealth Management, spending about a quarter of her time.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
BMO Asset Management CORP.
Foreside Financial Services, LLCBroker
BMO Asset Management CORP.
BMO Investment Distributors, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward D. Jones & CO., L.P.Broker
Principal Financial Securities,inc.Broker
Hamilton Investments, INC.Broker
Northern Trust Securities, INC.Broker
State Registrations2 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.