Devin Alphin
Devin Alphin is a registered investment advisor at Capitalwize, LLC, based in Atlanta, GA, with 12 years of industry experience. Devin 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 45 clients with $1.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.99% |
| $250K - $1000K | 0.75% |
| $1000K+ | 0.75% |
Fees include the Betterment for Advisors platform fee of 0.20%. The annual fee may be negotiable for accounts over $1,000,000.
Fee Estimator
Location
1100 Peachtree St. Ne, Ste. 200, Atlanta, GA, 30309
Get directionsHistory
Regulatory History (1)
Financial
August 2017Other Business ActivitiesSells Insurance
Devin is an insurance agent, a financial advisor at Capitalwize LLC, and a client associate at Melanin Money. Selling insurance takes about 10-20% of Devin's time, while working at Capitalwize takes about a quarter of his time, and working at Melanin Money takes a few hours per week.
Employment History
Current Registrations
Capitalwize, LLC
Pr Squared Wealth Management LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Pr Squared Wealth Management LLC
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
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.