John Clark
John Clark is a registered investment advisor at Global Retirement Partners LLC, based in Walnut Creek, CA, with 20 years of industry experience. John 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
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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 ActivitiesSells Insurance
John is involved in several investment-related activities, including DBAs for LPL business, Heffernan Securities LLC, Global Retirement Partners LLC, and Heffernan Financial Services. He also works as Vice President at Heffernan Insurance Brokers, focusing on non-variable insurance, dedicating full-time hours to this role.
Employment History
Current Registrations
Global Retirement Partners LLC
Previous Registrations
LPL Financial LLC
Heffernan Securities, LLCBroker
LPL Financial LLCBroker
Nrp Financial, INC.Broker
Ing Financial Advisers, LLCBroker
State Registrations4 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.