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William Atkins

Alden Investment Group
14 Years of Experience
Annapolis, MD
BrokerSells Insurance
View SEC Summary
View SEC Summary

William Atkins is a registered investment advisor at Alden Investment Group, based in Annapolis, MD, with 14 years of industry experience. William 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

Annapolis, MD

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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

William is an independent agent selling and servicing property and casualty insurance for multiple carriers since 2010. This takes about 10-20% of his time.

Employment History
Current Registrations
Alden Investment Group
May 2022 - Present · 4 yrs 5 mos
J. Alden Associates, INC.
November 2021 - Present · 4 yrs 11 mos
Alden Capital
November 2021 - Present · 4 yrs 11 mos
J. Alden Associates, INC.Broker
November 2021 - Present · 4 yrs 11 mos
Previous Registrations
Hornor, Townsend & Kent, LLC
June 2018 - October 2021 · 3 yrs 4 mos
Hornor, Townsend & Kent, LLCBroker
May 2018 - October 2021 · 3 yrs 5 mos
MML Investors Services, LLC
July 2016 - February 2018 · 1 yr 7 mos
MML Investors Services, LLCBroker
May 2016 - February 2018 · 1 yr 9 mos
Park Avenue Securities LLC
January 2012 - May 2016 · 4 yrs 4 mos
Park Avenue Securities LLCBroker
October 2011 - May 2016 · 4 yrs 7 mos
State Registrations5 states
CAFLMDNJNY
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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