Douglas Alden is a registered investment advisor at Efficient Advisors, based in Old Fort, NC, with 25 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 9,579 clients with $2.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.50% |
| $500K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.45% |
| $2.0M - $4.0M | 0.40% |
| $4.0M - $10.0M | 0.35% |
| $10M+ | 0.30% |
Fees may be negotiable. An additional 0.05% is charged annually for Efficient Advisors Alternatives Portfolios.
Fee Estimator
Location
Old Fort, NC
Get directionsHistory
Regulatory History (1)
Judgment / Lien
January 1986Other Business ActivitiesSells Insurance
Douglas is an IAR for Efficient Advisors and Liberated Investor Advisors, LLC, since 2015 and 2007 respectively. He is also the President of Alden Agency Inc DBA Asheville Dollars and Sense, an independent insurance agency selling life and disability insurance since 1992, and an investment adviser representative for Winning Point Advisors, L.L.C.
Employment History
Current Registrations
Efficient Advisors
Liberated Investor Advisors, LLC
Previous Registrations
Winning Points Advisors, L.L.C.
Jefferson Pilot Securities CORP
Winning Points Advisors, L.L.C.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.