Christopher Clark is a registered investment advisor at Global Retirement Partners LLC, based in Los Gatos, CA, with 24 years of industry experience. Christopher 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
236 N. Santa Cruz Ave., Suite 224, Los Gatos, CA, 95030
Get directionsHistory
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
Christopher operates Clark 401k Consulting, LLC, dedicating nearly full-time hours to it, and provides investment advisory services through Global Retirement Partners LLC, spending minimal time. He is also involved with HUB Retirement & Wealth Management and HUB International, dedicating about a quarter of his time to each.
Employment History
Current Registrations
Global Retirement Partners LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial Corporation
Associated Securities CORP.
Associated Securities CORP.Broker
Strategic Wealth Advisors Group
Fsc Securities Corporation
Fsc Securities CorporationBroker
Amev Investors, 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.