Blake Thibault
Blake Thibault is a registered investment advisor at Global Retirement Partners LLC, based in Walnut Creek, CA, with 26 years of industry experience. Blake 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
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
Blake is involved in several investment-related activities, including DBAs for LPL business, serving as a registered representative, and providing retirement plan advisory services. He also works as a Managing Director at Heffernan Insurance Brokers, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
Heffernan Investment Advisors, INC.
Heffernan Securities, LLCBroker
LPL Financial LLC
Nrp Financial, INC.Broker
Nrp Advisors, INC.
Financial Telesis, INC.
Financial Telesis INCBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations13 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.