Jessica Cafferata is a CFP-designated registered investment advisor at Alphacore Capital LLC, based in La Jolla, CA, with 17 years of industry experience. Jessica 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
Jessica is an HOA Board member with Wichita Estates HOA since August 2024. She dedicates a few hours per week to ensuring community standards and making decisions on behalf of residents.
Employment History
Current Registrations
Alphacore Capital LLC
Previous Registrations
Callan Capital, LLC
Mariner Wealth Advisors
Hightower Advisors, LLC
Frontier Investment Management CO
USAA Financial Planning Services
Rosenthal Retirement Planning, LP
National Planning Corporation ("npc of America" in Fl & Ny)
State Registrations2 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.