Virginia Sutton is a registered investment advisor at Global Retirement Partners LLC, based in San Rafael, CA, with 26 years of industry experience. Virginia 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
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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
Virginia spends nearly all of her time on investment-related activities: operating her LPL business through Johnson & Dugan Insurance Services Corporation and working as a registered investment advisor hybrid with Global Retirement Partners. She also dedicates minimal time to teaching and public speaking through VKS Consulting.
Employment History
Current Registrations
Global Retirement Partners LLC
Previous Registrations
Financial Telesis, INC.
Securian Financial Services, INC.
State Registrations8 states
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