Daniel Alcala
Daniel Alcala is a registered investment advisor at Global Retirement Partners LLC, based in San Rafael, CA, with 20 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 24,340 clients with $140B 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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fee Estimator
Location
4340 Redwood Highway, Suite B-60, San Rafael, CA, 94903
Get directionsHistory
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 ActivitiesSells Insurance
Daniel is affiliated with Global Retirement Partners and HUB International, providing investment advisory services. He also engages in non-variable insurance activities, dedicating minimal time to it.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
LPL Financial LLC
E*trade Securities LLCBroker
E*trade Capital Management, LLC
Securities America Advisors, INC.
Securities America, INC.Broker
Securities America, INC.Broker
Securities America Advisors, INC.
Securities America Advisors, INC.
Securities America, INC.Broker
Foothill Securities, INC.
Foothill Securities, INC.Broker
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Bancwest Investment Services, INC.Broker
UBS Financial Services INC.Broker
AXA Advisors, LLCBroker
Scottrade, INC.Broker
State Registrations53 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.