Daniel Mcclory
Daniel Mcclory is a ChFC-designated registered investment advisor at Sutter Capital Partners, LLC, based in Irvine, CA, with 26 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $100.0M | 0.50% |
| $100.0M - $250.0M | 0.50% |
| $250M+ | 0.50% |
Fees are negotiable based on the size and nature of the account, the investment strategies used, and the nature of the services provided. Over $250,000,000 is negotiable.
Fee Estimator
Location
6 Venture, Suite 395, Irvine, CA, 92168
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2025Customer Dispute
October 2020Other Business Activities
Daniel is involved in numerous business activities, including holding companies, consulting firms, and investment-related ventures. These activities include Boustead & Company Limited, The Bosphorous Group, Inc., Cadogen & Cie Limited, and others, taking up varying amounts of his time from minimal to about 10% of the time.
Employment History
Current Registrations
Sutter Capital Partners, LLC
Sutter Securities Clearing, LLCBroker
Sutter Securities IncorporatedBroker
Sutter Securities Incorporated
Boustead Securities, LLCBroker
Previous Registrations
Sutter Capital Partners, LLC
Sutter Securities Clearing, LLCBroker
Sutter Capital Partners, LLC
Bonwick Capital Partners, LLCBroker
Burnham Securities INC.Broker
Hunter Wise Securities, LLCBroker
Cigna Securities, INC.Broker
Cigna Securities, INC.Broker
State Registrations9 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.