RH
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Rufus Hunley

6 Years of Experience
Cornelius, NC
1 DisclosureSells Insurance

Rufus Hunley is a registered investment advisor at Alphastar Capital Management, based in Cornelius, NC, with 6 years of industry experience. Rufus 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
135 advisors
Number of Clients
11,592 clients
Average Client Portfolio
$159K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$10K

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.

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Location

19600 West Catawba Avenue, Suite B200, Cornelius, NC, 28031

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History

Regulatory History (1)
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Financial
April 2019
Final
Other Business ActivitiesSells Insurance

Rufus is an independent insurance agent with Advanced Retirement Planning LLC since 2007, spending about half his time on insurance sales and services. He also works as a ramp agent for Delta Airlines and a courtesy officer for Paramount Hospitality, and as an independent P&C insurance agent for Path Financial LLC.

Employment History
Current Registrations
Alphastar Capital Management
October 2020 - Present · 5 yrs 9 mos
Previous Registrations
Arp Advisors, LLC
May 2019 - April 2021 · 1 yr 11 mos
State Registrations1 state
GA
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.
Rufus Hunley - Financial Advisor | TrueAdvisor