BA
BA

Bruce Alden

14 Years of Experience
Atlanta, GA

Bruce Alden is a registered investment advisor at Edelman Financial Engines, based in Atlanta, GA, with 14 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,281,720 clients with $290B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
676 advisors
Number of Clients
1,281,720 clients
Average Client Portfolio
$229K average
Assets Under Management
$292.9B

Fee Structure

Minimum Investment:$5K
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $400K1.75%
$400K - $750K1.25%
$750K - $1.0M1.00%
$1.0M - $3.0M0.75%
$3.0M - $10.0M0.60%
$10.0M - $25.0M0.50%
$25M+Included

Fees are negotiable for accounts over $25,000,000. Clients referred by the Engagement Center may receive a discount. Edelman Financial Engines employees and their spouses/households are also eligible for a discounted fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

200 Galleria Dr Se, Suite 1805, Atlanta, GA, 30339

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Edelman Financial Engines
October 2016 - Present · 9 yrs 7 mos
Previous Registrations
Financial Engines Advisor Center, LLC
May 2016 - December 2016 · 7 mos
LPL Financial LLC
December 2015 - April 2016 · 4 mos
LPL Financial LLCBroker
December 2015 - April 2016 · 4 mos
Securian Financial Services, INC.
April 2015 - December 2015 · 8 mos
Securian Financial Services, INC.Broker
January 2015 - December 2015 · 11 mos
Nylife Securities LLCBroker
May 2012 - January 2014 · 1 yr 8 mos
Franklin Financial Services CorporationBroker
December 1994 - December 1996 · 2 yrs
State Registrations2 states
GATX
Advisor

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.

Exams
No exam information available for this advisor.