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Delaina Kucish

Alden Investment Group
23 Years of Experience
Fairmont, WV
2 DisclosuresBroker
View SEC Summary
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Delaina Kucish is a registered investment advisor at Alden Investment Group, based in Fairmont, WV, with 23 years of industry experience. Delaina is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 1,460 clients with $390M in assets under management.

Alden Investment Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
1,460 clients
Average Client Portfolio
$264K average
Assets Under Management
$385.7M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum fee is up to 2.00% per year. Fees are negotiable. An additional platform reporting fee of 0.05% applies.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Fairmont, WV

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History

Regulatory History (2)
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Regulatory
June 2023
Final
Employment Separation After Allegations
April 2023
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Delaina is involved in several businesses, including commercial rental properties, an S corporation, a UPS Store franchise, and a construction company. She also serves on the board of TMC Technology of West Virginia and as president of The Monumental Basketball Association.

Employment History
Current Registrations
Alden Investment Group
October 2024 - Present · 2 yrs
J. Alden Associates, INC.
October 2024 - Present · 2 yrs
J. Alden Associates, INC.Broker
October 2024 - Present · 2 yrs
Previous Registrations
Edward Jones
February 2007 - April 2023 · 16 yrs 2 mos
Edward JonesBroker
July 2001 - April 2023 · 21 yrs 9 mos
State Registrations2 states
PAWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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