Timothy Callan is a CFP-designated registered investment advisor at Alphacore Capital LLC, based in La Jolla, CA, with 25 years of industry experience. Timothy 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
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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
Timothy is the managing member of Salena LLC, a real estate investment company, and spends minimal time on it. He is also a partner in TriCal LLC, an investment holding entity, and a consultant for Alternative Fund Advisors, LLC, dedicating minimal time to each.
Employment History
Current Registrations
Alphacore Capital LLC
Previous Registrations
Callan Capital, LLC
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations2 states
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