Daniel O'rourke is a CFP-designated registered investment advisor at Strathmore Capital Advisors, based in Alpharetta, GA, with 21 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 501 clients with $810M 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 $2.5M | 1.25% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees negotiable. For endowments and participant-directed qualified retirement plans: - First $2.5 million: 0.80% - Next $2.5 million: 0.40% - Next $5 million: 0.30% - Balance above $10 million: 0.20%
Fee Estimator
Location
11720 Amber Park Drive, Suite 150, Alpharetta, GA, 30009
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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
Daniel provides investment advisory services through Wellspring Wealth Management, LLC, starting in April 2022. He also has DBAs for his LPL business, dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
Strathmore Capital Advisors
Wellspring Wealth Management LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Vanguard Marketing CorporationBroker
State Registrations2 states
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