Brandon Joseph Skupski

Alden Capital

17 Years of Experience

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Firm Information

Alden Capital

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

23 advisors

Number of Clients

3,147 clients

Average Client Portfolio

$459K average

Assets Under Management

$1.4B

Fee Structure

Minimum Investment:$25K

Financial Planning:Charged separately

Fees for asset management services are negotiable, with a maximum annual fee of 2.00%. Advisory fees are charged in arrears each calendar quarter, based on the portfolio value on the last business day of the quarter. Fees for partial periods are pro-rated. The firm also charges a 0.05% annual reporting fee, billed monthly. Financial planning is available for a fee, billed as a one-time fee or monthly retainer.

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Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Advisor Information

Office location

100 Springhouse Road, Suite 102, Collegeville, PA, 19426

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.