AlphaStar Capital Management is an SEC Registered Investment Adviser. Independent Financial Advisors affiliate with our firm to provide their clients with guidance on retirement planning, investing and insurance planning. We are fiduciaries to our clients.
We serve the financial advisor by providing access to a team of experts.
- A team of CFP’s to help advisors develop full financial plans and analysis for clients
- A retail trade desk
- Access to internal and external money managers
- Multiple custodial platforms
- Back off service and support
- Access to other advisors for collaboration
- Full service compliance
We make the advisors life and business easier. We do all the heavy lifting for advisors so they can focus on their clients. We partner with other RIA’s as well as completely affiliate advisors to our firm. Affiliation preserves full flexibility of the advisors business. We offer solicitors agreements as well as sub-advisory agreements.
Bottom line – if you are looking to streamline and grow your business, we should talk.
AlphaStar Capital Management
19520 W Catawba Ave
Cornelius, NC 28031