Laura Odea
Laura Odea is a registered investment advisor at Global Retirement Partners LLC, based in San Rafael, CA, with 27 years of industry experience. Laura 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
Laura is affiliated with Hilb Group Retirement Services and Global Retirement Services, providing investment advisory services and spending about a quarter of her time on each. She also has a family business, Lifestyle Transitions, Inc, and sells non-variable insurance, dedicating minimal time to it.
Employment History
Current Registrations
Global Retirement Partners LLC
Previous Registrations
LPL Financial LLCBroker
Principal Securities, INC.Broker
Bfp Securities, LLCBroker
American General Equity Services CorporationBroker
Birchtree Financial Services, INC.Broker
The Leaders Group, INC.Broker
Mutual Service CorporationBroker
MML Investors Services, INC.Broker
Manequity, 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.