Andrew Barnett
Andrew Barnett is a registered investment advisor at Alphastar Capital Management, based in Cornelius, NC, with 6 years of industry experience. Andrew 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
19520 W Catawba Avenue, Suite 200, Cornelius, NC, 28031
Get directionsHistory
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
Andrew is the Director of Technology Innovation at Financial Independence Group, LLC, an Insurance Marketing Organization (IMO). This takes nearly full-time, with most of his time during securities trading hours.
Employment History
Current Registrations
Alphastar Capital Management
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.
Exams
More Advisors
- Boyd Barnhardt, CFAAlphastar Capital Management
- Casey Mcintyre, CFAAlphastar Capital Management
- Jonathan Blevins, CFP, ChFCAlphastar Capital Management
- Matthew Weaver, CFPPruco Securities, LLC
- Jason List, CFPAventus Investment Advisors, INC.
- Kristopher Barney, CFA30-40 Wealth Partners