Alden Capital
Assets Under Management
$1.4B
Number of Clients
3,147
Number of Advisors
23
Average Client AUM
$459K
AUM per Advisor
$62.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Alden Capital Management offers asset management services, including discretionary management of separate accounts, limited partnership funds, retirement plans, and non-discretionary asset management services. They focus on customized allocations using internal strategies and offerings from other RIAs, mutual funds, and private investment funds. They also offer sub-advisory investment services to other registered investment advisors.
Fee Structure
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.
Areas of Practice
Location
37 West Ave, Suite 301, Wayne, PA, 19087