Marcos Lopez
Marcos Lopez is a registered investment advisor at Global Retirement Partners LLC, based in San Rafael, CA, with 33 years of industry experience. Marcos 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
Marcos is involved with several business entities, including insurance-related companies like Exude, LLC and Exude Benefits Group, Inc. He also dedicates a significant amount of time as CEO of Patriot Growth Insurance Services (about three-quarters of his time) and Global Retirement Partners (full-time).
Employment History
Current Registrations
Global Retirement Partners LLC
Previous Registrations
LPL Financial LLCBroker
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Financial Telesis INCBroker
Financial Telesis, INC.
Excel Retirement Plans, INC.
Johnson Securities, INC.Broker
Park Avenue Securities LLCBroker
W. S. Griffith & CO., INC.Broker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations1 state
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.