Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GRP offers hourly or fixed fees for special consultations outside of customary asset management services. The fees for LPL advisory programs are negotiable, with maximum account fees ranging from 0.95% to 3.0%. GRP may receive compensation from third-party advisors for introducing clients, which is disclosed separately. The fees paid to GRP by independent third-party advisors are generally not negotiable.
Areas of Practice
Advisor Information
Office location
4340 Redwood Highway, Suite B-60, San Rafael, CA, 94903
Get directionsRegulatory 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
Adam operates Oswald Financial Inc. as a DBA for his LPL business and as a Registered Investment Advisor DBA. He also provides investment advisory services through Global Retirement Partners, dedicating full-time hours to both activities.