Brian Williams is a registered investment advisor at Alphastar Capital Management, based in Cornelius, NC, with 14 years of industry experience. Brian 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
19600 West Catawba Avenue, Suite B200, Cornelius, NC, 28031
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →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
State Registrations1 state
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