DK

Delaina Sue Kucish

22 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 Avenue, Suite 301, Wayne, PA, 19087-3226

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Regulatory History (2)
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Regulatory
June 2023
Final
Employment Separation After Allegations
April 2023
Other Business Activities

Delaina is involved in several businesses, including commercial rental properties, an S corporation, a UPS Store franchise, and a construction company. She also serves on the board of TMC Technology of West Virginia and as president of The Monumental Basketball Association.

Employment History
Current Registrations
Alden Investment Group
October 2024 - Present · 1 yr 3 mos
J. Alden Associates, INC.Broker
October 2024 - Present · 1 yr 3 mos
J. Alden Associates, INC.
October 2024 - Present · 1 yr 3 mos
Previous Registrations
Edward Jones
February 2007 - April 2023 · 16 yrs 2 mos
Edward Jones Broker
July 2001 - April 2023 · 21 yrs 9 mos
State Registrations2 states
PAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.