Grant Ross is a registered investment advisor at Global Retirement Partners LLC, based in San Rafael, CA, with 1 years of industry experience. Grant 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
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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
Grant operates under the DBA Oswald Financial Inc. for his LPL business. He also provides administrative support to Global Retirement Partners, an independent investment advisor firm, and spends nearly full-time on these activities.
Employment History
Current Registrations
Global Retirement Partners LLC
Previous Registrations
LPL Financial LLCBroker
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations1 state
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