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Greyson Geiler

21 Years of Experience
Scottsdale, AZ
1 DisclosureSells Insurance

Greyson Geiler is a registered investment advisor at Alphastar Capital Management, based in Scottsdale, AZ, with 21 years of industry experience. Greyson 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
135 advisors
Number of Clients
11,592 clients
Average Client Portfolio
$159K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$10K

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.

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Location

C/O Secure Estate Solutions, 8655 E. Via De Ventura, G175, Scottsdale, AZ, 85258

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History

Regulatory History (1)
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Customer Dispute
March 2021
Denied
Other Business ActivitiesSells Insurance

Greyson owns SES Services, an insurance agency, and is affiliated with Andorra Capital, managing a hedge fund investing in precious metals. He also owns Senior Tax Network, DG Holdings LLC, GWG Ventures LLC, and ARGO Vacations, dedicating varying amounts of time to each.

Employment History
Current Registrations
Alphastar Capital Management
January 2025 - Present · 1 yr 4 mos
Andorra Capital
March 2010 - Present · 16 yrs 2 mos
Previous Registrations
Alphastar Capital Management
October 2024 - November 2024 · 1 mo
Andorra Capital, LLC
July 2003 - March 2009 · 5 yrs 8 mos
State Registrations1 state
AZ
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.