Alphastar Capital Management offers personalized investment management and financial planning services to individuals, families, businesses, and retirement plans. The firm uses a combination of fundamental, technical, and quantitative analysis to build and manage portfolios through proprietary model portfolios, customized strategies, and third-party managers. Alphastar specializes in various investment approaches, including strategic asset allocation, tactical management, and custom indexing. In addition to direct portfolio management, Alphastar provides subadvisory services to other investment advisory firms and pension consulting. Clients can also receive standalone financial planning services. Alphastar emphasizes customization according to client objectives and risk tolerance, and it operates primarily on a discretionary basis, meaning the firm makes trades on the client's behalf without prior approval for each individual transaction.
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.