Carl Dekle is a registered investment advisor at Global Retirement Partners LLC, based in San Rafael, CA, with 16 years of industry experience. Carl 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.
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
Carl is involved in several business activities, including DBAs for his LPL business, PlanFocus Financial Services, LLC and Plan Sponsor Consultants. He also provides investment advisory services through Global Retirement Partners and is a co-owner of Tyger Technologies, LLC, a patent-holding company.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations2 states
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