John Colucci is a registered investment advisor at Alden Capital, based in Wayne, PA, with 15 years of industry experience. John 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 3,147 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alden Capital Management charges up to 2.00% annually for customized investment management. The exact fee is negotiable and determined by each Investment Advisory Representative. Fees are charged quarterly in arrears based on the portfolio's value on the last business day of the quarter. Clients may pay fees directly from their account or by check. 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.
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John is the CEO of Colucci Creative Solutions LLC, offering business consulting services, and a shareholder providing general financial consulting for EIR Healthcare. He also has a personal LLC, Colucci Wealth Advisory Group LLC, established for tax purposes.
Employment History
Current Registrations
Alden Capital
Previous Registrations
J. Alden Associates, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations10 states
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