Alp Atabek
Alp Atabek is a registered investment advisor at HUB Investment Partners, LLC, based in Bethesda, MD, with 37 years of industry experience. Alp operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,127 clients with $12B 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 $100K | 1.50% |
| $100K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees for accounts over $10,000,000 are negotiable.
Fee Estimator
Location
7700 Old Georgetown Road, Suite 630, Bethesda, MD, 20814
Get directionsHistory
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 ActivitiesSells Insurance
Alp is an insurance agent selling fixed insurance products through AFS Financial Group, LLC, dedicating minimal time. He also has ownership stakes in several other entities related to financial services, retirement plans, and software development, spending minimal time on most of them, and about 10% of his time as a partner in AFS 401K Retirement Services, LLC.
Employment History
Current Registrations
HUB Investment Partners, LLC
Previous Registrations
Afs Financial Group, LLC
Afs Financial Group
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Comprehensive Financial Services, INC.Broker
W. S. Griffith & CO., INC.Broker
State Registrations3 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.
Exams
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