Advisor at AlphaStar Capital Management
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Firm
AlphaStar Capital Management
Location
Greenville, SC 29607
Credentials
Series 65
Industry experience
7 years
Robert Leatherwood is a financial advisor at AlphaStar Capital Management with seven years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including Brookstone Wealth Advisors and R&R Financial Advisors. Outside of his advisory role, he is a consultant for Empower Law & Mediation, serves as a bookkeeper for Russell Community Church, and acts as a financial coach for Stokes CPA. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base, including individuals, trusts, and small businesses. The firm utilizes both predefined model portfolios and custom strategies, combining strategic asset allocation with quantitative and tactical analysis, and offers services such as portfolio management, financial planning, and retirement plan consulting.
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
108 Frederick St
Greenville, SC 29607
South Carolina
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2023 - 2025 (2 years)
R&R Financial Advisors
2020 - 2025 (5 years)
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2018 - 2023 (5 years)
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2018 - 2020 (2 years)
Gibbs International, Inc.
2013 - 2018 (5 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
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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.
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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