Kyle Posvistak is a registered investment advisor at Global Retirement Partners LLC, based in San Rafael, CA, with 17 years of industry experience. Kyle 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
Kyle is affiliated with Global Retirement Partners LLC as a registered investment advisor, dedicating full-time hours to financial planning, investment advice, and retirement plan consulting. Kyle also owns rental real estate property, but spends no time on it.
Employment History
Current Registrations
Global Retirement Partners LLC
Previous Registrations
LPL Financial LLCBroker
NFP Retirement
Financial Telesis INCBroker
State Registrations1 state
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.