Courtney Kucish is a registered investment advisor at Alden Investment Group, based in Wayne, PA, with 17 years of industry experience. Courtney 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, 19087-3226
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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.