CC

Christopher John Coloracci

29 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
41 advisors
Number of Clients
978 clients
Average Client Portfolio
$326K average
Assets Under Management
$319.2M

Fee Structure

Minimum Investment:$25K

Fees for asset management services are negotiable, with a maximum annual fee of 2.00%. Advisory fees are charged quarterly in arrears based on the portfolio's value. Clients may pay fees directly from their account or by check. A 0.05% annual reporting fee is billed monthly for clients using the Alden COVE platform. The firm generally requires a minimum account size of $25,000, but this may be waived under certain circumstances. Alden offers access to financial planning for a fee, billed as a one-time fee or a monthly retainer.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

37 West Ave, Suite 301, Wayne, PA, 19087

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Regulatory History (1)
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Customer Dispute
August 2000
Settled
Employment History
Current Registrations
Alden Investment Group
November 2022 - Present · 3 yrs 2 mos
Alden Capital
December 2019 - Present · 6 yrs 1 mo
J. Alden Associates, INC.Broker
December 2019 - Present · 6 yrs 1 mo
Previous Registrations
Oppenheimer & CO. INC.
April 2014 - December 2019 · 5 yrs 8 mos
Oppenheimer & CO. INC.
October 2010 - December 2011 · 1 yr 2 mos
Oppenheimer & CO. INC. Broker
October 2010 - December 2019 · 9 yrs 2 mos
Wells Fargo Advisors, LLC
July 2003 - August 2010 · 7 yrs 1 mo
Wells Fargo Advisors, LLC Broker
July 2003 - August 2010 · 7 yrs 1 mo
Prudential Securities IncorporatedBroker
February 1999 - July 2003 · 4 yrs 5 mos
Prudential Securities Incorporated
February 1999 - July 2003 · 4 yrs 5 mos
Salomon Smith Barney INC. Broker
October 1996 - February 1999 · 2 yrs 4 mos
State Registrations9 states
CAHIMAMDNCNJNVPASD
AdvisorBrokerBoth
Exams
No exam information available for this advisor.