Joseph Gastaldi
Joseph Gastaldi is a registered investment advisor at Alden Investment Group, based in Osceola, IN, with 22 years of industry experience. Joseph 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 978 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alden Investment Advisors' fees for asset management services are negotiable, up to a maximum of 2.00% annually. Fees are charged quarterly in arrears based on the portfolio value on the last business day of the quarter. The firm aggregates all managed accounts to determine the quarterly fee. Each Investment Advisory Representative determines their own fees, so clients may find lower fees with other representatives. A 0.05% annual reporting fee is billed monthly for clients using the Alden COVE platform.
Location
Osceola, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph is licensed to sell life, health, disability, and long-term care insurance outside of his IAR business. He also works as a 401k plan advisor for Newcleus Financial.
Employment History
Current Registrations
Alden Investment Group
Previous Registrations
Greenleaf Advisors
Greenleaf Advisors
Kfg Wealth Management, LLC
Lakeside Wealth Management Group, LLC
Uvest Financial Services Group, INC.
Invest Financial Corporation
Financial Independence Group
State Registrations1 state
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.