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Rachel Sims
5 Years of Experience
San Rafael, CA
1 DisclosureBroker
Rachel Sims is a registered investment advisor at Global Retirement Partners LLC, based in San Rafael, CA, with 5 years of industry experience. Rachel 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 Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $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
Get directionsHistory
Regulatory History (1)
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Financial
March 2017Final
Employment History
Current Registrations
Global Retirement Partners LLC
October 2025 - Present · 7 mos
LPL Financial LLCBroker
October 2025 - Present · 7 mos
Previous Registrations
First Command Advisory Services
January 2021 - August 2025 · 4 yrs 7 mos
First Command Brokerage Services, INC.Broker
December 2020 - August 2025 · 4 yrs 8 mos
State Registrations10 states
ALDCFLIAMDMINCNYPAVA
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.