Gustavo Masri is a registered investment advisor at Alden Investment Group, based in Doylestown, PA, with 32 years of industry experience. Gustavo 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
43 S Main Street, Doylestown, PA, 18901
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2021Other Business Activities
Gustavo established Masri Wealth Advisors LLC for tax purposes. He also serves as Treasurer for Congregation Mikveh Israel, a non-profit religious organization in Philadelphia, PA.
Employment History
Current Registrations
Alden Investment Group
J. Alden Associates, INC.Broker
Previous Registrations
Alden Capital
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Prudential Securities IncorporatedBroker
Painewebber IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations12 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.