Advisor at Alpine Private Wealth
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.
Firm
Alpine Private Wealth
Location
Santa Rosa Beach, FL 32459
Credentials
CFP®, Series 63, Series 66
Industry experience
24 years
Michael Stanton is a CFP® with 24 years of experience in financial advisory services. He has been with Alpine Private Wealth since 2017 and previously worked at IMST Distributors, LLC and Alpine Investment Management, LLC. Stanton serves as Managing Director at Alpine Private Capital, focusing on high net worth client management. Alpine Private Wealth provides investment advisory and wealth management services to a range of private wealth clients, including individuals, charitable organizations, and corporate clients. The firm employs a discretionary portfolio management approach supported by both affiliated and non-affiliated sub-advisers and manages approximately $1.227 billion in assets.
Based on Alpine Private Wealth
Based on Alpine Private Wealth
Family Office Services may be flat fees, negotiated based on services rendered
$0 - $10 million: 0.60% (Core Separate Accounts - Equity) $10 million - $20 million: 0.45% (Core Separate Accounts - Equity) $20 million+: 0.35% (Core Separate Accounts - Equity) $0 - $10 million: 0.35% (Core Separate Accounts - Fixed) $10 million - $20 million: 0.30% (Core Separate Accounts - Fixed) $20 million+: 0.25% (Core Separate Accounts - Fixed) $0 - $10 million: 0.35% (Mutual Funds & Limited Partnerships) $10 million - $20 million: 0.30% (Mutual Funds & Limited Partnerships) $20 million+: 0.25% (Mutual Funds & Limited Partnerships)
Account minimum: $3,000,000 Minimum fee: $18,000 minimum annual fee Fee-only: Wealth Planning Fee of $333/month ($4,000/year) for Emerging Wealth Clients, phased out between $2,000,000 and $3,000,000 AUM
6295 Us Highway 98, Suite 300
Santa Rosa Beach, FL 32459
Florida · Missouri · Texas
Alpine Private Capital, LLC
2017 - Present (9 years)
IMST Distributors, LLC
2014 - 2023 (9 years)
Alpine Investment Management, LLC
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
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.
Series 63, Series 65
Santa Rosa Beach, FL
Bay Hill Capital Management USA, LLC
Series 63, Series 66
Freeport, FL
Hornsby Asset Management, LLC
Series 66
Niceville, FL
Future Path Financial Planning
CFP®, EA
Niceville, FL
Winged Wealth Management and Financial Planning
Brian “ALF” O’Neill is a native of Overland Park, KS. After graduating from the Catholic University of America in Washington, D.C. with a BSE in computer engineering, he attended pilot training at Vance AFB then served F-16 assignments at Shaw AFB, Eglin AFB, Kunsan AB and Nellis AFB as an F-16 Weapons School instructor. He then transitioned to the F-35 in 2012, commanding an operational test squadron at Edwards AFB, CA. He earned three masters degrees through his military career and served as the military assistant to the Under Secretary of Defense for Policy before finishing his career as an F-35 group commander at Eglin AFB, Florida. Brian spent 23 years in the Air Force, much of it helping military families navigate personal finance challenges. He found his passion for personal finance as he facilitated Financial Peace University. He went on to complete his CFP requirements and started his own financial planning firm. Brian is married with two beautiful, talented daughters. He is an avid reader and triathlete and dreams of soon finding time to home brew again. Read Brian's blog here: https://www.wingedwealth.com/insights/
Series 65
Santa Rosa Beach, FL
Fortunato Asset Management
CFP®, Series 65
Miramar Beach, FL
Stein Financial LLC
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