CK

Courtney Ann Kucish

17 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 (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2020
Withdrawn
Other Business Activities

Courtney is a secretary for Monumental Resources, a retail shipping counter in Fairmont, WV, since 2012. This requires a few hours per week.

Employment History
Current Registrations
Alden Investment Group
May 2023 - Present · 2 yrs 8 mos
J. Alden Associates, INC.
May 2023 - Present · 2 yrs 8 mos
J. Alden Associates, INC.Broker
May 2023 - Present · 2 yrs 8 mos
Previous Registrations
Edward Jones
July 2008 - May 2023 · 14 yrs 10 mos
Edward Jones Broker
May 2008 - May 2023 · 15 yrs
State Registrations2 states
PAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.