Shaun Tarzy
Shaun Tarzy is a registered investment advisor at Alphastar Capital Management, based in Boca Raton, FL, with 16 years of industry experience. Shaun 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
5301 N Federal Hwy, Suite 170, Boca Raton, FL, 33487
Get directionsHistory
Regulatory History (1)
Criminal
October 1999Other Business ActivitiesSells Insurance
Shaun is an owner/agent at a non-MMLIA insurance brokerage since 2013, dedicating about half his time. He is also a managing partner at WealthCare Financial, selling insurance products and services, also taking about half his time.
Employment History
Current Registrations
Alphastar Capital Management
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations3 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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