Mark Rubinstein
Mark Rubinstein is a registered investment advisor at Global Retirement Partners LLC, based in Incline Village, NV, with 35 years of industry experience. Mark 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
573 Dale Drive, Incline Village, NV, 89451
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2016Customer Dispute
March 2010Other Business ActivitiesSells Insurance
Mark is involved in several investment-related activities, including Incline Pension Consulting, Global Retirement Partners, and GRP Financial, taking up a significant portion of his time. He also owns Incline Benefits Services, an insurance agency, and sells fixed insurance products through Metlife, Mass Mutual, and Transamerica, dedicating a few hours per week to these activities.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, LLCBroker
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations9 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.