Jean Alden is a registered investment advisor at Liberated Investor Advisors, LLC, based in Old Fort, NC, with 18 years of industry experience. Jean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 56 clients with $9.1M in assets under management.
Compensation
Firm Size
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Assets Under Management
Fee Structure
Liberated Investor Advisors manages client portfolios on a discretionary or non-discretionary basis. Specific percentage fee schedules for direct portfolio management are not explicitly detailed in the text table area, but the firm also refers clients to third-party money managers where advisory fees are established by those respective external managers.
Location
Old Fort, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Liberated Investor Advisors, LLC
State Registrations1 state
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- Douglas AldenLiberated Investor Advisors, LLC