Craig Wiener is a registered investment advisor at Alden Capital, based in Memphis, TN, with 40 years of industry experience. Craig 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 3,147 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alden Capital Management charges up to 2.00% annually for customized investment management. The exact fee is negotiable and determined by each Investment Advisory Representative. Fees are charged quarterly in arrears based on the portfolio's value on the last business day of the quarter. 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.
Location
Memphis, TN
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Regulatory History (1)
Criminal
October 1988Employment History
Current Registrations
Alden Capital
Alden Investment Group
J. Alden Associates, INC.Broker
J. Alden Associates, INC.
Previous Registrations
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Realta Equities, INC.Broker
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B Riley Wealth Management
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State Registrations13 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.