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 Financial Planning & Coaching, Investment Management. Their firm serves 49 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Liberated Investor Advisors' fee for managing your investments is a percentage of the value of your portfolio. The specific percentage is not listed in this document. The fee is billed based on the balance at the end of the billing period. Family accounts may be combined to potentially lower the fee. You can end the agreement with 30 days' notice and receive a refund for unearned fees.
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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