Anthony Mccracken is a CFP-designated registered investment advisor at Alden Investment Group, based in Wayne, PA, with 14 years of industry experience. Anthony 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 Ave, Suite 301, Wayne, PA, 19087
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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
Anthony is licensed to offer life insurance, dedicating minimal time to this activity. He is also the 100% owner of Fortress Financial Services LLC and a managing director of qualified plans at Newcleus, a full-time commitment.
Employment History
Current Registrations
Alden Investment Group
Alden Capital
J. Alden Associates, INC.
J. Alden Associates, INC.Broker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations13 states
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