Alden Investment Group
Assets Under Management
$319.2M
Number of Clients
978
Number of Advisors
41
Average Client AUM
$326K
AUM per Advisor
$7.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Alden Investment Advisors offers discretionary and non-discretionary asset management services, focusing on customized allocations using various investment vehicles. They specialize in designing retirement programs and executive benefits packages for small and mid-sized companies. The firm also provides access to the Alden COVE platform for representatives and external RIAs.
Fee Structure
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
Location
37 West Avenue, Suite 301, Wayne, PA, 19087-3226