Jeffrey Headrick
Jeffrey Headrick is a registered investment advisor at Alphastar Capital Management, based in Wilmington, NC, with 23 years of industry experience. Jeffrey 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
1213 Culbreth Street, Wilmington, NC, 28405
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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
Jeffrey provides education, guidance, and coverage for long-term care, disability income, and life insurance through Inspire Financial Planning. This risk management activity takes a few hours per week.
Employment History
Current Registrations
Alphastar Capital Management
Previous Registrations
Thrivent Investment Management INC.Broker
Liberty Partners Capital Management, LLC
Liberty Partners Financial Services, LLCBroker
Wilbanks Securities Advisory
Wilbanks Securities, INC.Broker
Woodmen Financial Services, INC.Broker
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.