Timothy Herb
Timothy Herb is a CFP-designated registered investment advisor at Global Retirement Partners LLC, based in Walnut Creek, CA, with 30 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Federal Employees, and 4 more. Their firm serves 28,693 clients with $170B 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% |
Fees may be paid monthly or quarterly, in arrears or in advance. Alternative schedules apply to specific third-party programs like Dynamic LifeManagement, where rates start at 1.25% for assets under $500,000 and decrease for larger amounts.
Fee Estimator
Location
1350 Carlback Ave, Walnut Creek, CA, 94596
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
Timothy is involved with several entities, including Heffernan Retirement Services, Heffernan Financial Services, Global Retirement Partners, and Heffernan Insurance Brokers. He dedicates a full-time commitment to Heffernan Insurance Brokers and Heffernan Financial, and minimal time to the other entities.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.Broker
Locust Street Securities, INC.Broker
Bma Financial Services, INC.Broker
Financial Network Investment CorporationBroker
State Registrations11 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.
Exams
More Advisors
- Tristan Ludwig, CFPStrategic Advisers LLC
- Paul Brownson, CFAMariner
- Dallin Sorensen, CFPMercer Global Advisors INC.
- Robert Moranville, CFPLPL Financial LLC
- David Espineira, CFPBurton Enright Welch
- Ananta Mourya, CFABeacon Pointe Advisors, LLC