Tanner Ellsworth
Tanner Ellsworth is a registered investment advisor at Alphastar Capital Management, based in American Fork, UT, with 7 years of industry experience. Tanner 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
472 E. Elm Street, American Fork, UT, 84003
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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
Tanner spends about half his time selling insurance products and services through Ellsworth Financial. He also dedicates a few hours per week to reviewing clients and leads for Hero's Strategies, Inc., owns a vacation rental property, and is a registered agent for Fantasync, LLC.
Employment History
Current Registrations
Alphastar Capital Management
State Registrations2 states
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