Deborah Davis is a CFP-designated registered investment advisor at Alden Investment Group, based in Wayne, PA, with 22 years of industry experience. Deborah 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
Get directionsHistory
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
Deborah sells fixed insurance, works as a realtor for Coldwell Banker Realty for about 10 hours a week, and works with Krause Agency doing Medicaid planning and selling LTC insurance for a few hours per week. The real estate activity is not investment-related, but the insurance sales are.
Employment History
Current Registrations
Alden Investment Group
J. Alden Associates, INC.Broker
Previous Registrations
Alden Capital
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Sii Investments, INC.Broker
Sii Investments, INC.
Invest Financial Corporation
Invest Financial CorporationBroker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Wachovia Securities, LLCBroker
Wachovia Securities, LLCBroker
Nylife Securities INC.Broker
State Registrations8 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.