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.
37 West Avenue, Suite 301, Wayne, PA, 19087-3226
Get directionsJonathan serves as POA for his father and has a 33% ownership in Allen Family Partnership for family investments. He is also the treasurer of Aircraft Square Club, a social club, dedicating minimal time to each of these activities.