Trenton Whalen
Trenton Whalen is a registered investment advisor at Alphastar Capital Management, based in North Concord, NC, with 5 years of industry experience. Trenton 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
363 Church Street, North Concord, NC, 28025
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2024Other Business Activities
Trenton is the Chief Judge of an election precinct, dedicating minimal time per year. He also owns two rental properties and is the Board Chair for the Foundation for the Carolinas.
Employment History
Current Registrations
Alphastar Capital Management
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Fifth Third Securities, INC.
Fifth Third Securities, INC.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.