Trevor Callan is a registered investment advisor at Alphacore Capital LLC, based in La Jolla, CA, with 31 years of industry experience. Trevor 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
Trevor is involved in several investment-related activities, including serving on the advisory board of Praxis Solutions, as a partner in TriCal LLC, as a consultant for Alternative Fund Advisors, LLC, and as President and Secretary of CalQuest, LLC. He is also dually registered with Callan Capital and AlphaCore Capital LLC to facilitate a merger of the firms, and will devote all his time to facilitate client transition until the date of the merger.
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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