AF

Anthony J. Falco

19 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)
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Civil
July 2024
Pending
Other Business ActivitiesSells Insurance

Anthony sells life insurance, dedicating minimal time to this activity.

Employment History
Current Registrations
Alden Investment Group
May 2024 - Present · 1 yr 8 mos
J. Alden Associates, INC.Broker
March 2021 - Present · 4 yrs 10 mos
J. Alden Associates, INC.
March 2021 - Present · 4 yrs 10 mos
Previous Registrations
Mpb Wealth Management, LLC
November 2020 - April 2024 · 3 yrs 5 mos
Mcg Securities LLCBroker
October 2014 - May 2021 · 6 yrs 7 mos
Bluestone Capital Management, LLC
October 2014 - May 2021 · 6 yrs 7 mos
NFP Advisor Services, LLC
September 2013 - October 2014 · 1 yr 1 mo
NFP Securities, INC.Broker
September 2013 - October 2014 · 1 yr 1 mo
Fsc Securities Corporation
November 2009 - October 2013 · 3 yrs 11 mos
Fsc Securities CorporationBroker
November 2009 - October 2013 · 3 yrs 11 mos
Financial Network Investment Corporation
May 2008 - November 2009 · 1 yr 6 mos
Financial Network Investment CorporationBroker
May 2008 - November 2009 · 1 yr 6 mos
New England Securities Corporation
January 2008 - June 2008 · 5 mos
New England SecuritiesBroker
May 2006 - June 2008 · 2 yrs 1 mo
State Registrations10 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.