Benjamin Murphy
Benjamin Murphy is a registered investment advisor at Global Retirement Partners LLC, based in San Rafael, CA, with 13 years of industry experience. Benjamin 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
Benjamin operates under the DBAs HUB Retirement and Wealth Management and Alpha Pension Group, and provides investment advisory services through Global Retirement Partners, LLC, dedicating about three-quarters of his time to this. He also has outside W-2 employment with HUB International, but this is not investment-related.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
Liberty Partners Financial Services, LLCBroker
CUNA Brokerage Services, INC.Broker
Ing Financial Partners, INC.Broker
Voya Financial Partners, LLCBroker
State Registrations6 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.