Daniel Conners is a registered investment advisor at Alphacore Capital LLC, based in La Jolla, CA, with 42 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,372 clients with $9B 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 $1.3M | 1.50% |
| $1.3M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable based on various factors. Clients of acquired firms may have different fee schedules. Some clients may have a fixed percentage fee or a "floating rate" fee schedule.
Fee Estimator
Location
1200 Prospect St, Suite 200, La Jolla, CA, 92037
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2005Other Business Activities
Daniel is a limited partner in Sorrento Ventures venture capital firm since 1997, with no management obligations. Sorrento has maintained accounts to invest the cash in a number of their funds including Sorrento 3, the fund which Daniel has an investment.
Employment History
Current Registrations
Alphacore Capital LLC
Previous Registrations
Entrust Wealth Advisors, LLC
Entrust Wealth Advisors, LLC
Arete Wealth Management, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Conners Capital Management INC
Conners Capital Management INC
Round Hill Securities, INC.Broker
Vanguard CapitalBroker
Prudential Securities IncorporatedBroker
Painewebber IncorporatedBroker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
Starr Securities, INC.Broker
Fagenson and Company INC.Broker
State Registrations2 states
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.