Eugene Rogatnik
Eugene Rogatnik is a registered investment advisor at Global Retirement Partners LLC, based in San Rafael, CA, with 9 years of industry experience. Eugene 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 Activities
Eugene has several business activities related to his work with LPL Financial, including DBAs for Hub Retirement and Wealth Management and Washington Financial Group. He also provides administrative support to Global Retirement Partners, an independent investment advisor firm, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
Empower Financial Services, INC.Broker
Global Retirement Partners LLC
LPL Financial LLCBroker
Sheridan Road Advisors, LLC, a HUB International Company
Gwfs Equities, INC.Broker
State Registrations1 state
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