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.
Ocala, FL
Get directionsJames is the 100% owner of Scott Agency, LLC, which sells all lines of insurance policies including life, health, property, and casualty. He also provides outsourcing accounting, payroll, and tax preparation services, dedicating about 10-20% of his time to this business.