David Krimm is a CFP-designated registered investment advisor at Global Retirement Partners LLC, based in San Rafael, CA, with 8 years of industry experience. David 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
77 Mark Drive, Suite 17, San Rafael, CA, 94903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
David is involved in real estate investment through Sack Properties and serves on their advisory council, dedicating minimal time. He also works as an advisor at Hargrave Fiduciary Advisors, a financial consulting firm, spending about a quarter of his time there.
Employment History
Current Registrations
Global Retirement Partners LLC
State Registrations1 state
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