Ruben Hernandez
Ruben Hernandez is a registered investment advisor at Global Retirement Partners LLC, based in San Rafael, CA, with 15 years of industry experience. Ruben 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
Ruben is an independent insurance agent selling fixed insurance products since 2015 and owns rental property. He also works as a retirement plan consultant, dedicating about half his time to selling and servicing TPA and insurance services to qualified retirement plans.
Employment History
Current Registrations
Global Retirement Partners LLC
Previous Registrations
Quintes Financial Services, LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Hayashi & Wayland Investment Services, LLC
John Hancock Distributors LLCBroker
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.