Wesley Clark is a registered investment advisor at Global Retirement Partners LLC, based in San Ramon, CA, with 34 years of industry experience. Wesley 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
111 Deerwood Road, Suite 355, San Ramon, CA, 94583
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 Activities
Wesley is an independent travel agent and owns rental real estate since 2014. He also operates under a DBA for his LPL business and spends about two-thirds of his time as a registered investment advisor with Global Retirement Partners.
Employment History
Current Registrations
Global Retirement Partners LLC
Previous Registrations
LPL Financial LLCBroker
Financial Telesis, INC.
Financial Telesis INCBroker
First Allied Securities, INC.Broker
Retirement Plan Solutions
Round Hill Securities, INC.Broker
Round Hill Securities, INC.
First Allied Securities, INC.
First Allied Securities, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wells Fargo Van Kasper, LLCBroker
Painewebber IncorporatedBroker
Kidder, Peabody & CO. IncorporatedBroker
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.