Mark Huhta
Mark Huhta is a registered investment advisor at Alphastar Capital Management, based in Franklin, TN, with 3 years of industry experience. Mark 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
1650 Murfreesboro Rd, Ste 230, Franklin, TN, 37067
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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
Mark is the owner and investment advisor representative at My Plan Direct, providing financial planning and insurance/advisory services, dedicating full-time hours to this role. He also works as a musician and artist at Huhta Steel, spending about 10-20% of his time on recording sessions and live performances.
Employment History
Current Registrations
Alphastar Capital Management
Previous Registrations
Gradient Advisors, LLC
Desert Rose Capital Management, INC.
Brookstone Wealth Advisors, LLC
Gradient Advisors, LLC
Securian Financial Services, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
J C Reed & Company Incorporated
UBS Financial Services INC.
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.