CB
CB

Christopher Basse

27 Years of Experience
Mansfield, MA

Christopher Basse is a registered investment advisor at Global Retirement Partners LLC, based in Mansfield, MA, with 27 years of industry experience. Christopher 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
461 advisors
Number of Clients
24,340 clients
Average Client Portfolio
$5.9M average
Assets Under Management
$143.4B

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.50%
$2M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

15 Berkshire Road, Ste 3001, Mansfield, MA, 02048

Get directions

History

Regulatory History
Clean regulatory record

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

Christopher is involved with Elan Realty LLC since 2014, dedicating minimal time. He is also associated with Cornerstone Retirement Advisors, LLC and Hilb Group Retirement Services, spending significantly more than full-time hours per month with Hilb Group Retirement Services.

Employment History
Current Registrations
Global Retirement Partners LLC
June 2016 - Present · 9 yrs 11 mos
Previous Registrations
LPL Financial LLC
March 2016 - July 2016 · 4 mos
LPL Financial LLCBroker
February 2014 - November 2018 · 4 yrs 9 mos
Gwfs Equities, INC.Broker
December 2007 - February 2013 · 5 yrs 2 mos
NFP Securities, INC.Broker
January 2007 - December 2007 · 11 mos
Ing Financial Partners, INC
March 2006 - December 2006 · 9 mos
Ing Financial Partners, INC.Broker
February 2006 - December 2006 · 10 mos
Princor Financial Services Corporation
January 2005 - January 2006 · 1 yr
Princor Financial Services CorporationBroker
February 2003 - January 2006 · 2 yrs 11 mos
Putnam Retail Management Limited PartnershipBroker
October 1996 - February 2002 · 5 yrs 4 mos
State Registrations3 states
CTMARI
Advisor

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
No exam information available for this advisor.
Christopher Basse - Financial Advisor | TrueAdvisor