Friend Williams
Friend Williams is a registered investment advisor at Alphastar Capital Management, based in Mount Juliet, TN, with 13 years of industry experience. Friend 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
2099 N Mount Juliet Rd., Mount Juliet, TN, 37122
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2016Other Business ActivitiesSells Insurance
Friend is a co-owner and licensed insurance agent at Riverdog Insurance LLC since February 2024, selling insurance products. This takes about half of his time, including time during trading hours.
Employment History
Current Registrations
Alphastar Capital Management
Previous Registrations
Centennial Advisors, LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Edward Jones
Edward JonesBroker
Suntrust Investment Services, INC.Broker
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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