Phillip Lawson is a registered investment advisor at Alphastar Capital Management, based in Findlay, OH, with 18 years of industry experience. Phillip 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
101 W. Sandusky Street, Suite 210, Findlay, OH, 45840
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Phillip is a managing member of JJ Ventures LLC, owning and operating Jimmy John's restaurants, dedicating about 10-20% of his time. He also works as an advisor for Lawson Financial Group, providing financial planning and investment services about half the time during trading hours, and is a managing member of Brew Capital Partners, LLC, a craft brewery startup, and 200 West LLC, a real estate company, dedicating minimal time.
Employment History
Current Registrations
Alphastar Capital Management
Previous Registrations
On Investment Management CO
Securian 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.