Scott Krase
Scott Krase is a registered investment advisor at Global Retirement Partners LLC, based in San Rafael, CA, with 25 years of industry experience. Scott 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
Scott is the founder, president, and owner of Crosspoint Insurance MGMT, LLC, an insurance business. This activity is not investment-related.
Employment History
Current Registrations
Global Retirement Partners LLC
Previous Registrations
Rcm Wealth Advisors
Global Financial Private Capital, LLC
Edward Jones
Edward JonesBroker
Keeley Investment CORP.Broker
Profunds Distributors, INC.Broker
Strong Investments, INC.Broker
Kemper Distributors, INC.Broker
State Registrations1 state
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.