Alphastar Capital Management offers investment advice to individuals, businesses, and retirement plans. Services include creating customized investment strategies, managing portfolios, financial planning, and subadvisory services for other investment firms. Alphastar uses model portfolios or creates custom strategies based on client goals. Clients can choose discretionary or non-discretionary management.
Fee Structure
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.