Derek D'alonzo is a registered investment advisor at Alden Investment Group, based in Hockton, GA, with 34 years of industry experience. Derek 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
Hockton, GA
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Regulatory History (3)
Regulatory
April 2021Employment Separation After Allegations
September 2020Employment Separation After Allegations
June 2017Employment History
Current Registrations
Alden Investment Group
Previous Registrations
Alden Capital
J. Alden Associates, INC.Broker
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Wells Fargo Advisors, LLCBroker
Bb&t Investment Services, INC.Broker
Sterne, Agee & Leach, INC.Broker
Josephthal & CO., INC.Broker
Bear, Stearns & CO. INC.Broker
Lehman Brothers INC.Broker
J. W. Gant & Associates, INC.Broker
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.