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Brian Williams

Alphastar Capital Management
15 Years of Experience
Cornelius, NC
Sells Insurance
View SEC Summary
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Brian Williams is a registered investment advisor at Alphastar Capital Management, based in Cornelius, NC, with 15 years of industry experience. Brian 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.

Alphastar Capital Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
151 advisors
Number of Clients
8,525 clients
Average Client Portfolio
$293K average
Assets Under Management
$2.5B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

19520 West Catawba Avenue, Suite 112, Cornelius, NC, 28031

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brian is a managing partner at Alphastar Capital Management, LLC and a partner at Financial Independence Group, Inc., dedicating full-time hours to the latter. He also has ownership stakes in several other companies, including Life Innovations, Shaka Faka, Burn Boot Camp Chapel Hill, Williams Fitness I, LLC, Barnabas Capital, IPCG, LLC, and Alphastar Capital Management Insurance, LLC.

Employment History
Current Registrations
Alphastar Capital Management
May 2011 - Present · 15 yrs 5 mos
State Registrations1 state
NC
Advisor

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
No exam information available for this advisor.
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