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 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
100 Oakridge Dr, Stafford, VA, 22556
Get directionsHistory
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.
Exams
More Advisors
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