Paul Taylor
Paul Taylor is a registered investment advisor at Alphastar Capital Management, based in Mooresville, NC, with 19 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 11,592 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alphastar Capital Management's fees for investment advisory services are a percentage of the assets managed. The maximum annual rate is 2.25%, but the specific rate is negotiated with each client. Fees are calculated based on the average daily market value of your investments and are billed at the end of each month or quarter. The firm may also charge an annual administrative fee of up to $50 per account.
Location
150 Fairview Road, #130, Mooresville, NC, 28117
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2020Customer Dispute
March 2014Customer Dispute
October 1998Other Business ActivitiesSells Insurance
Paul owns Taylormade Custom Builders, dedicating a few hours per week, and is a partner/owner in IHN 1, LLC. He also owns Capital Advisory Group & Tax Planners of Lake Norman, where he works as an investment advisor and sells insurance, dedicating about 10-20% of his time.
Employment History
Current Registrations
Alphastar Capital Management
Previous Registrations
Advisory Alpha, LLC
Formula Folio Investments
Retirement Wealth Advisors, INC.
Capital Investment Advisors, INC
Aegis Capital, LLC
Aegis Capital, LLC
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.