Todd Timmerman
Todd Timmerman is a registered investment advisor at Global Retirement Partners LLC, based in San Rafael, CA, with 36 years of industry experience. Todd 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
Todd owns rental real estate property on Bald Head Island, dedicating minimal time to it. He also sells non-variable insurance, spending minimal time on this activity.
Employment History
Current Registrations
Global Retirement Partners LLC
Rpa Financial, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
State Registrations2 states
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