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Christopher Vandeberg

11 Years of Experience
San Rafael, CA
Broker

Christopher Vandeberg is a registered investment advisor at Global Retirement Partners LLC, based in San Rafael, CA, with 11 years of industry experience. Christopher 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
461 advisors
Number of Clients
24,340 clients
Average Client Portfolio
$5.9M average
Assets Under Management
$143.4B

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.50%
$2M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4340 Redwood Highway, Suite B-60, San Rafael, CA, 94903

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Christopher operates under several DBAs for his LPL business, including ISG Financial Advisors, LMC Financial Advisors, and Assured Partners Financial Advisors. He also provides administrative support to Global Retirement Partners, an independent investment advisor firm, dedicating nearly full-time hours to this activity.

Employment History
Current Registrations
Global Retirement Partners LLC
March 2019 - Present · 7 yrs 2 mos
LPL Financial LLCBroker
January 2019 - Present · 7 yrs 4 mos
Previous Registrations
Gwfs Equities, INC.Broker
June 2018 - October 2018 · 4 mos
Mwa Financial Services INC.Broker
January 2014 - June 2018 · 4 yrs 5 mos
State Registrations7 states
FLIAILMAMIMNWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Christopher Vandeberg - Financial Advisor | TrueAdvisor