David Lopez
David Lopez is a registered investment advisor at Alphastar Capital Management, based in Stafford, VA, with 15 years of industry experience. David 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
100 Oakridge Dr, Stafford, VA, 22556
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Regulatory History (1)
Regulatory
October 2003Other Business ActivitiesSells Insurance
David is the owner/agent of ILG.LLC, marketing fixed annuities, life, and health insurance products, dedicating about 10-20% of his time. He is also the president of North Stafford Church of Christ Inc, spending a few hours per week assisting with administration and paperwork.
Employment History
Current Registrations
Alphastar Capital Management
Previous Registrations
Regal Investment Advisors LLC
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.