Frederick Peters is a registered investment advisor at Alden Capital, based in Wayne, PA, with 11 years of industry experience. Frederick 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
37 West Ave, Suite 301, Wayne, PA, 19087
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Frederick is a director at Bryn Mawr Bank Corp since 2001 and Paycom Software Inc since 2014, dedicating a few hours per week to each role.
Employment History
Current Registrations
Alden Capital
Previous Registrations
Bluestone Capital Management, LLC
State Registrations1 state
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