Kristofer Alban
Advisor at BSG Advisers
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at BSG Advisers
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Apex, NC 27502
Credentials
Series 65
Industry experience
< 1 year
Kristofer Alban is a financial advisor at BSG Advisers with a Series 65 designation. He has experience working at BSG Advisers since 2024 and concurrently operates a marketing consulting business. Alban also sells life, disability, and long-term care insurance products through a sole proprietorship. BSG Advisers provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, business owners, and retirement plan sponsors. The firm customizes advice and portfolio allocations using a combination of asset allocation strategies, analysis methods, and third-party money managers, alongside a structured financial education program and business-owner specific planning services.
Based on BSG Advisers
Based on BSG Advisers
Comprehensive personal financial planning fixed fees generally $2,500 to $5,000; pension consulting fixed fees $2,000 to $10,000; retirement plan services flat fees minimum $750 annually; educational seminars fixed fees $0 to $5,000 per session
$0 - $1,000,000: 2.00% per annum $1,000,001+: 1.25% per annum
Insurance planning commissions earned separately by licensed insurance agents affiliated with the firm
Business-oriented financial planning and consulting services hourly rates range from $150 to $450 per hour with minimum fees ($750 minimum for business planning, 1 hour minimum for consulting)
Account minimum: $10,000 Minimum fee: Minimum annual fee for portfolio management is 0.35% per annum or $50, whichever is greater Fee-only: Financial planning fixed fees between $1,500 minimum and generally $2,500 to $5,000; business planning hourly fees $150 to $450 per hour with $750 minimum; consulting hourly fees $150 to $450 per hour with 1 hour minimum; pension consulting hourly up to $450 or fixed $2,000 to $10,000; retirement plan asset-based fees up to 1.00% per annum or flat fees minimum $750 annually; educational seminars hourly/fixed fees $0 to $5,000 per session; Financial Wellness program starting at $50 per employee per year.
56 Hunter Street, Suite 230
Apex, NC 27502
North Carolina
BSG Advisers
2025 - Present (1 year)
BSG Advisers
2024 - 2025 (1 year)
ThriveCap LLC
2023 - Present (3 years)
iGRAD
2009 - 2023 (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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