DA
CFA
DA
CFA

Darren Anderson

7 Years of Experience
Austin, TX

Darren Anderson is a CFA-designated registered investment advisor at Alpha Capital Management, based in Austin, TX, with 7 years of industry experience. Darren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 468 clients with $870M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
468 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$871.4M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$200
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1M+1.00%

Fees for assets of $1,000,000 or more are negotiable and assessed at a rate lower than 1%. Non-discretionary account fees are also negotiable. Accounts are subject to a minimum fee of $50 per quarter.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5407 Parkcrest Drive, 2nd Floor, Austin, TX, 78731

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Alpha Capital Management
February 2019 - Present · 7 yrs 8 mos
State Registrations1 state
TX
Advisor

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.

Exams
No exam information available for this advisor.
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