Phillip Bloyd
Phillip Bloyd is a registered investment advisor at Alphastar Capital Management, based in Louisville, KY, with 24 years of industry experience. Phillip 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
11803 Brinley Ave, Suite 100, Louisville, KY, 40243
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2005Other Business ActivitiesSells Insurance
Phillip is the President of P.T. Bloyd & Associates, Inc dba Revolutionary Financial Group, where he spends about half his time on insurance sales and services. He also holds positions at Brinley Ave Condo Association, The Plaza @Belfair, and Revolutionary Wealth Management, Corp.
Employment History
Current Registrations
Alphastar Capital Management
Previous Registrations
Ae Wealth Management, LLC
Revolutionary Wealth Management, CORP.
Ameritas Investment CORP
USA Financial Securities Corporation
State Registrations2 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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