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CFP

Anthony Mccracken

Alden Investment Group
15 Years of Experience
Wayne, PA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Anthony Mccracken is a CFP-designated registered investment advisor at Alden Investment Group, based in Wayne, PA, with 15 years of industry experience. Anthony 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

37 West Ave, Suite 301, Wayne, PA, 19087

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History

Regulatory History
Clean regulatory record

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.

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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
June 2022 - Present · 4 yrs 4 mos
Alden Capital
November 2018 - Present · 7 yrs 11 mos
J. Alden Associates, INC.
November 2018 - Present · 7 yrs 11 mos
J. Alden Associates, INC.Broker
November 2018 - Present · 7 yrs 11 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
September 2011 - November 2018 · 7 yrs 2 mos
State Registrations13 states
ALCACTFLKYLAMANHNJNYOHPAVT
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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