Robert Devalle
Robert Devalle is a ChFC-designated registered investment advisor at Global Retirement Partners LLC, based in San Francisco, CA, with 34 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
201 Mission Street Suite 1900, San Francisco, CA, 94105
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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 an independent insurance agent for various independent insurance companies. He also owns a hobby farm, dedicating minimal time to it, and is an advisory representative of a registered investment advisor.
Employment History
Current Registrations
Global Retirement Partners LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Financial Telesis INCBroker
Financial Telesis, INC.
HUB International Investment Services INC. (hiis)
HUB International Investment Services INC.Broker
Wells Fargo Insurance Services Investment Advisors, INC.
Wells Fargo Insurance Services Investment Advisors, INC.Broker
Wells Fargo Insurance Services Investment Advisors, INC.Broker
American Investors CompanyBroker
Acordia Securities, INC.Broker
Aetna Investment Services, LLCBroker
MML Investors Services, INC.Broker
State Registrations2 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.