CL
CFP
CL
CFP

Crystal Langdon

13 Years of Experience
Latham, NY
Sells Insurance

Crystal Langdon is a CFP-designated registered investment advisor at Alphastar Capital Management, based in Latham, NY, with 13 years of industry experience. Crystal 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

11 Century Hill Drive, Suite 206, Latham, NY, 12110

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Crystal is the president of Crystal Clear Finances, providing financial planning services, dedicating nearly full-time hours to this role. She also engages in independent insurance sales, including long-term care and disability insurance, spending about a quarter of her time on this, and dedicates about 10-20% of her time to public speaking and coaching.

Employment History
Current Registrations
Alphastar Capital Management
June 2017 - Present · 8 yrs 11 mos
Previous Registrations
Nepsis Advisor Services, INC.
April 2017 - November 2017 · 7 mos
Nepsis Advisor Services, INC.
February 2017 - March 2017 · 1 mo
Nepsis Advisor Services, INC.
December 2012 - December 2016 · 4 yrs
State Registrations7 states
AZCAFLGAMANYTX
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.