David Gibbs
David Gibbs is a registered investment advisor at Alden Investment Group, based in Wayne, PA, with 28 years of industry experience. David 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
37 West Avenue, Suite 301, Wayne, PA, 19087-3226
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2024Regulatory
October 2024Employment Separation After Allegations
August 2023Other Business ActivitiesSells Insurance
David owns rental property, dedicating minimal time to collecting rent and property maintenance. He also sells fixed insurance products.
Employment History
Current Registrations
Alden Investment Group
J. Alden Associates, INC.Broker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.Broker
Msi Financial Services, INC.
New England Securities Corporation
New England SecuritiesBroker
State Registrations5 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.