Advisor at AlphaStar Capital Management
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
AlphaStar Capital Management
Location
Findlay, OH 45840
Credentials
Series 66
Industry experience
18 years
Phillip Lawson is a financial advisor at AlphaStar Capital Management with 18 years of industry experience. He holds a Series 66 designation and has been with AlphaStar since 2015. Lawson also operates Lawson Financial Group and is a managing member of JJ Ventures, LLC, which owns and operates Jimmy John’s restaurants. Additionally, he is involved in a craft brewery startup as managing member of Brew Capital Partners, LLC. AlphaStar Capital Management manages approximately $1.84 billion for individuals, trusts, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, using a strategic asset-allocation approach combined with quantitative analysis and third-party research.
Based on AlphaStar Capital Management
Based on AlphaStar Capital Management
Fixed fees for financial planning vary based on complexity and client needs; specific amounts are negotiated
Up to 2.25% per annum (maximum annual rate); actual fees are negotiable and vary by client
IARs may receive commissions for sale of commission-based insurance products separately from advisory fees; commissions vary by product and carrier
Hourly financial planning fees are negotiable and based on complexity; specific rates not stated
Subscription fees for ongoing financial planning and consulting may be negotiated; specific amounts not stated
Minimum fee: Account administrative fee of up to $50 per account annually, payable monthly or quarterly Fee-only: Financial planning services offered with negotiable fixed fees, hourly fees, retainer fees, or subscription fees (monthly, quarterly, or annual); specific amounts vary and are negotiated
101 W. Sandusky Street, Suite 210
Findlay, OH 45840
Ohio
Alphastar Capital Management, LLC
2015 - Present (11 years)
Lawson Financial Group
2013 - Present (13 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Is not active or affiliated with:
Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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