Courtney Kucish
Courtney Kucish is a registered investment advisor at Alden Investment Group, based in Fairview, WV, with 18 years of industry experience. Courtney 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum fee is up to 2.00% per year. Fees are negotiable. An additional platform reporting fee of 0.05% applies.
Fee Estimator
Location
Fairview, WV
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Regulatory History (1)
Customer Dispute
July 2020Other Business Activities
Courtney is a secretary for Monumental Resources, a retail shipping counter in Fairmont, WV, since 2012. This requires a few hours per week.
Employment History
Current Registrations
Alden Investment Group
J. Alden Associates, INC.
J. Alden Associates, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations2 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.