Craig Burtis
Craig Burtis is a registered investment advisor at Global Retirement Partners LLC, based in San Rafael, CA, with 29 years of industry experience. Craig 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 (1)
Customer Dispute
February 2023Other Business ActivitiesSells Insurance
Craig operates Diamond Capital Wealth Management Group as a DBA for his LPL business and provides investment advisory services through Global Retirement Partners, spending about 10-20% of his time on the latter. He also sells non-variable life insurance and is a notary.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
Private Client Services, LLCBroker
Prime Capital Investment Advisors, LLC
Lawing Financial INC
Cambridge Investment Research, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
Princor Financial Services CorporationBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations12 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.