John Lensing is a registered investment advisor at Alden Investment Group, based in Baton Rouge, LA, with 12 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 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
Baton Rouge, LA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is a financial professional at Horizon Financial Group, dedicating a full-time commitment to financial services. He also owns John M. Lensing, LLC, but it is not currently being utilized.
Employment History
Current Registrations
Alden Investment Group
J. Alden Associates, INC.
J. Alden Associates, INC.Broker
Previous Registrations
Crest Private Wealth, LLC
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Cetera Advisors LLC
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
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.