Timothy Nelson
Timothy Nelson is a registered investment advisor at Global Retirement Partners LLC, based in San Rafael, CA, with 16 years of industry experience. Timothy 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 Activities
Timothy works full-time for HUB International since October 2023. He also has DBAs for his LPL business through HUB Retirement and Wealth Management and MRP.
Employment History
Current Registrations
LPL Financial LLC
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
Vanguard Marketing CorporationBroker
State Registrations5 states
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