Advisor at Advisory Alpha, LLC
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
Advisory Alpha, LLC
Location
Salisbury, NC 28144
Credentials
Series 65
Industry experience
2 years
Fixed fees generally range from $1,000 to $10,000 for certain specialty solutions and financial planning services
0.10% to 1.70% depending on services provided; average asset-based fee will not exceed 1.70%
Investment advisor representatives may accept compensation for sale of securities or insurance products (commissions and other payments) independent of advisory fees
Hourly fees between $50 and $400 per hour for certain specialty solutions and financial planning services
Minimum fee: May be implemented or waived at the discretion of the investment advisor representative; fully disclosed in advisory agreement Fee-only: Financial planning and specialty solutions charged on hourly or fixed fee basis; hourly fees range from $50 to $400 per hour; fixed fees generally range from $1,000 to $10,000; fees negotiable and outlined in advisory agreement
Advisory Alpha, LLC
2025 - Present (1 year)
Gradient Advisors LLC
2023 - 2025 (2 years)
Bostian Retirement
2000 - 2025 (25 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
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.
Series 63, Series 66
Lexington, NC
Edward Jones
Series 66
Lexington, NC
Edward Jones
CFP®, Series 63, Series 66
Lexington, NC
Edward Jones
Series 66
Salisbury, NC
Edward Jones
Series 66
Lexington, NC
Edward Jones
Series 66
Lexington, NC
Edward Jones
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