Stephen Dobrow
Stephen Dobrow is a registered investment advisor at Global Retirement Partners LLC, based in San Mateo, CA, with 22 years of industry experience. Stephen 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
1810 Gateway Dr. Ste 230, San Mateo, CA, 94404
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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
Stephen operates under the DBA Primark Benefits and DMD Financial for his LPL business and tax/investment purposes, respectively. He is also a Vice President/Salesperson at Fiduciary Outsourcing, Inc., spending a few hours per week, and works as a Third Party Administrator for Primark Benefits.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
Financial Telesis, INC.
Karp Capital Management Corporation
Financial Telesis INCBroker
Ogilvie Security Advisors CORP
Ogilvie Security Advisors CorporationBroker
State Registrations7 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.