Robert Wermuth
Robert Wermuth is a CFP, ChFC-designated registered investment advisor at Global Retirement Partners LLC, based in San Rafael, CA, with 38 years of industry experience. Robert 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
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 ActivitiesSells Insurance
Robert is a senior partner and part owner of Legacy Planning Partners, LLC, and managing member and part owner of CRC Holdings Company, LLC. He also sells fixed insurance, co-owns rental properties, and is SVP of Operations for Legacy Planning Partners, a HUB International Company.
Employment History
Current Registrations
LPL Financial LLC
Global Retirement Partners LLC
LPL Financial LLCBroker
HUB International Investment Services INC.
HUB International Investment Services INC.Broker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
State Registrations23 states
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