JH
JH

Jordan Hunter

1 Year of Experience
Florence, AL
Sells Insurance

Jordan Hunter is a registered investment advisor at Alphastar Capital Management, based in Florence, AL, with 1 years of industry experience. Jordan 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
151 advisors
Number of Clients
8,525 clients
Average Client Portfolio
$293K average
Assets Under Management
$2.5B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

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

3295 County Road 47, Florence, AL, 35630

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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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Other Business ActivitiesSells Insurance

Jordan works as a Benefits & Retirement Specialist at United Benefits Insurance, an insurance agency, since May 2023. This activity takes about 10-20% of Jordan's time.

Employment History
Current Registrations
Alphastar Capital Management
May 2024 - Present · 2 yrs 5 mos
State Registrations1 state
AL
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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