Justin Pierce
Justin Pierce is a registered investment advisor at Alphastar Capital Management, based in York, PA, with 7 years of industry experience. Justin 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
16 Leader Heights Rd, Suite 204, York, PA, 17403
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Justin is a partner at PierceKo Strategic Holdings, an investment adviser representative at Oakwood Capital, and involved in fixed insurance and annuity sales with Financial Independence Group, all of which take a significant amount of his time. He also owns That Guy's Graphics, is a mortgage loan originator with American Financial Network, a marketing representative for Power of Zero, and owner of J. Lee Pierce, LLC, dedicating minimal time to each.
Employment History
Current Registrations
Alphastar Capital Management
Oakwood Capital Securities, INC.Broker
Previous Registrations
Oakwood Capital, INC.
Cape Securities INC.Broker
Terra Wealth
Primerica Advisors
PFS Investments INC.Broker
State Registrations5 states
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.