Katherine Beargie is a registered investment advisor at Alphastar Capital Management, based in Pensacola, FL, with 3 years of industry experience. Katherine 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
850 S Palafox Street, Pensacola, FL, 32507
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Alphastar Capital Management
Previous Registrations
Fidelity Brokerage Services LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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