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 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

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 · 1 yr 11 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.
Jordan Hunter - Financial Advisor | TrueAdvisor