Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisory fees are based on assets under management, with a maximum annual rate of 2.25%. Fees are billed in arrears, monthly or quarterly, based on the average daily market value. Financial planning fees are fixed, subscription-based, hourly, or retainer-based, depending on the plan's complexity. Clients also pay brokerage commissions, custodial fees, and an annual administrative fee of up to $50 per account. Fees are negotiable.
Areas of Practice
Advisor Information
Office location
19600 West Catawba Avenue, Suite B200, Cornelius, NC, 28031
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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
Brian is a managing partner at Alphastar Capital Management, LLC and a partner at Financial Independence Group, Inc., dedicating full-time hours to the latter. He also has ownership stakes in several other companies, including Life Innovations, Shaka Faka, Burn Boot Camp Chapel Hill, Williams Fitness I, LLC, Barnabas Capital, IPCG, LLC, and Alphastar Capital Management Insurance, LLC.