Richard Berry
Richard Berry is a ChFC-designated registered investment advisor at Alphastar Capital Management, based in Myrtle Beach, SC, with 18 years of industry experience. Richard 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
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
Location
4226 Mayfair Street, Suite 200, Myrtle Beach, SC, 29577
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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
Richard is involved with Berry Financial Group, Inc., offering life insurance, fixed indexed annuities, and long-term care insurance. He also owns rental properties.
Employment History
Current Registrations
Alphastar Capital Management
Previous Registrations
Berry Financial Securities, LLC
Alphastar Capital Management, LLC
Regal Investment Advisors LLC
Questar Asset Management, INC.
Madison Avenue Advisors, INC.
Kalos Management
State Registrations1 state
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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