Philip Fogli
Philip Fogli is a CFP, ChFC-designated registered investment advisor at Global Retirement Partners LLC, based in San Rafael, CA, with 41 years of industry experience. Philip 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
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2011Customer Dispute
June 2005Other Business ActivitiesSells Insurance
Philip is involved in several business activities, including non-variable insurance (dedicating about 10% of his time) and acting as an IAR for multiple Registered Investment Advisor DBAs. He also spends minimal time as an expert witness and dedicates full-time hours to his LPL business DBAs.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Walnut Street Advisers INC
Ifg Russell Advisors INC
Walnut Street Securities, INC.Broker
American Financial Management Group, LTD.
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Sei Financial Services CompanyBroker
State Registrations29 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.