Alphastar Capital Management
Assets Under Management
$1.8B
Number of Clients
11,592
Number of Advisors
107
Average Client AUM
$159K
AUM per Advisor
$17.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Alphastar Capital Management, LLC provides investment advisory services to direct clients, subadvisory services to unaffiliated investment advisory firms, pension and profit-sharing plans, financial planning, platform services, and participant account management. Services are customized to client objectives and needs. Advisors may use Model Portfolios or create custom strategies.
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
Location
19600 West Catawba Avenue, Suite B200, Cornelius, NC, 28031