Jeffrey Dye
Jeffrey Dye is a CFP-designated registered investment advisor at Global Retirement Partners LLC, based in San Rafael, CA, with 20 years of industry experience. Jeffrey 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 ActivitiesSells Insurance
Jeffrey sells fixed insurance, dedicating minimal time to this activity. He is also a member of CRC Holdings Company, LLC, co-owner of Diamondback Ventures, LLC, and an employee of Legacy Planning Partners, a HUB International Company.
Employment History
Current Registrations
LPL Financial LLCBroker
Global Retirement Partners LLC
HUB International Investment Services INC.
HUB International Investment Services INC.Broker
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Calvert Investment Distributors, INC.Broker
State Registrations17 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.