Carol Iannessa
Carol Iannessa is a registered investment advisor at Global Retirement Partners LLC, based in San Rafael, CA, with 34 years of industry experience. Carol 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
Carol works for HUB International and Global Retirement Partners as a financial advisor, dedicating nearly full-time hours to these roles. She is also a fitness instructor and has a business entity for tax/investment purposes, spending minimal time on the latter, and is an agent for Simplicity Group selling non-variable insurance.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
MML Investors Services, INC.Broker
Nexus Financial Network, LLC
D.B. Root & Company, INC.
Commonwealth Financial NetworkBroker
MML Investors Services, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations7 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.