CK
CK

Christopher Knoche

28 Years of Experience
San Rafael, CA
Broker

Christopher Knoche is a registered investment advisor at Global Retirement Partners LLC, based in San Rafael, CA, with 28 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
Loading...

Location

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

Get directions

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.

Learn about disclosures →
Other Business Activities

Christopher has W-2 employment with Holden & Company, and a DBA for LPL business called Holden & Company Retirement Partners. He also provides investment advisory services through Global Retirement Partners LLC, spending significantly more than full-time hours on these investment-related activities, and dedicates about 10-20% of his time to sports broadcasting.

Employment History
Current Registrations
Global Retirement Partners LLC
April 2019 - Present · 7 yrs 1 mo
LPL Financial LLCBroker
April 2019 - Present · 7 yrs 1 mo
Previous Registrations
Kestra Advisory Services, LLC
May 2016 - March 2019 · 2 yrs 10 mos
Kestra Investment Services, LLCBroker
July 2006 - March 2019 · 12 yrs 8 mos
NFP Advisor Services, LLC
July 2006 - September 2016 · 10 yrs 2 mos
H. Beck, INC.Broker
September 2005 - July 2006 · 10 mos
H. Beck, INC.
September 2005 - July 2006 · 10 mos
Ing Financial Advisers, LLC
December 2002 - September 2005 · 2 yrs 9 mos
Ing Financial Advisers, LLCBroker
December 2002 - September 2005 · 2 yrs 9 mos
AXA Advisors, LLC
April 2002 - February 2003 · 10 mos
AXA Advisors, LLCBroker
November 1997 - February 2003 · 5 yrs 3 mos
The Equitable Life Assurance Society of the United StatesBroker
November 1997 - January 2000 · 2 yrs 2 mos
State Registrations7 states
AZDCFLMDMISCVA
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.