Christopher Tooker
Christopher Tooker is a CFP-designated registered investment advisor at Global Retirement Partners LLC, based in San Clemente, CA, with 11 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Federal Employees, and 4 more. Their firm serves 28,693 clients with $170B 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% |
Fees may be paid monthly or quarterly, in arrears or in advance. Alternative schedules apply to specific third-party programs like Dynamic LifeManagement, where rates start at 1.25% for assets under $500,000 and decrease for larger amounts.
Fee Estimator
Location
San Clemente, CA
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2018Other Business Activities
Christopher is the Vice President of the Kiwanis Club of Omaha Foundation and President of the Downtown Omaha Rotary Club Foundation, where he conducts investment reviews and makes recommendations. He also owns TT&T Properties, LLC, a real estate company, and works as an instructor for Kaplan - College for Financial Planning, and is a Wealth Advisor and Education Consultant for Hub International, dedicating full-time hours to this role.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
HUB International Investment Services INC.
HUB International Investment Services INC.Broker
Previous Registrations
HUB Investment Partners, LLC
HUB Investment Advisors, INC
M Holdings Securities, INC.Broker
Cetera Advisor Networks LLCBroker
Cwm, LLC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.
Exams
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