Kathleen Schroeder is a registered investment advisor at Alden Capital, based in Bellmawr, NJ, with 31 years of industry experience. Kathleen 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 3,147 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alden Capital Management charges up to 2.00% annually for customized investment management. The exact fee is negotiable and determined by each Investment Advisory Representative. Fees are charged quarterly in arrears based on the portfolio's value on the last business day of the quarter. Clients may pay fees directly from their account or by check. A 0.05% annual reporting fee is billed monthly for clients using the Alden COVE platform.
Location
420 Benigno Blvd., 1st Floor, Kor-East, Unit A, Bellmawr, NJ, 08031
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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
Kathleen is the Vice President of Kings Management Company, handling insurance sales and tax preparation, dedicating about a quarter of her time. She is also the Vice President of Risk Management Advisory Services, Inc., an independent RIA, spending minimal to about a quarter of her time there, and serves as a trustee on several family trusts.
Employment History
Current Registrations
Alden Capital
J. Alden Associates, INC.
J. Alden Associates, INC.Broker
Rmas, INC.
Previous Registrations
Capitol Securities Management, INC.Broker
Lincoln Financial Securities CorporationBroker
State Registrations8 states
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