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David Tillou

Alphastar Capital Management
34 Years of Experience
Lakeville, MN
3 DisclosuresSells Insurance
View SEC Summary
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David Tillou is a registered investment advisor at Alphastar Capital Management, based in Lakeville, MN, with 34 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 8,525 clients with $2.5B in assets under management.

Alphastar Capital Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
153 advisors
Number of Clients
8,525 clients
Average Client Portfolio
$293K average
Assets Under Management
$2.5B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are negotiable up to a maximum annual rate of 2.25%. Actual fees vary based on account size, services provided, and negotiations with your advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Lakeville, MN

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
July 2017
Final
Regulatory
March 2015
Final
Regulatory
October 2010
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

David is an independent insurance agent selling fixed insurance through Tillou Financial Group since 2011. This activity takes about a quarter of his time.

Employment History
Current Registrations
Alphastar Capital Management
November 2017 - Present · 8 yrs 11 mos
Previous Registrations
Ae Wealth Management, LLC
January 2017 - October 2017 · 9 mos
Ing Financial Partners, INC.Broker
January 2009 - November 2010 · 1 yr 10 mos
Securian Financial Services, INC.Broker
October 1990 - February 2009 · 18 yrs 4 mos
Cri Securities, LLCBroker
September 1988 - February 2009 · 20 yrs 5 mos
Consolidated Resources, INC.Broker
May 1986 - September 1988 · 2 yrs 4 mos
State Registrations2 states
MNTX
Advisor

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.

Exams
No exam information available for this advisor.
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