Guy Alderdice
Guy Alderdice is a registered investment advisor at Advisory Alpha, LLC, based in West Windsor, VT, with 24 years of industry experience. Guy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 13,831 clients with $4.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.70% |
Asset-based fees range from 0.10% to 1.70% depending on the services provided and are negotiable. Clients electing Direct Series model portfolios are assessed an additional 0.10% technology trading fee.
Fee Estimator
Location
West Windsor, VT
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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
Guy is the owner/president and a licensed insurance agent at Ascutney Financial Group, providing insurance, education, and consulting services. He dedicates nearly full-time hours to managing business operations and serving clients.
Employment History
Current Registrations
Advisory Alpha, LLC
Previous Registrations
The Patriot Financial Group, LLC
The Patriot Financial Group, LLC
Esi Financial Advisors
Equity Services, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metlife Securities INC.
Metropolitan Life Insurance CompanyBroker
Citistreet Financial Services LLC
Citistreet Financial Services LLC
Citistreet Equities LLCBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.