Robert Burkhart is a registered investment advisor at Global Retirement Partners LLC, based in San Rafael, CA, with 19 years of industry experience. Robert 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Robert is the principal of Burkhart Consulting, LLC, a technical consulting business, since 2012. This takes about half of his time, including 60 hours per month during trading hours.
Employment History
Current Registrations
Global Retirement Partners LLC
Previous Registrations
Financial Telesis, INC.
The Savant Group
State Registrations1 state
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