Anthony Seifert is a registered investment advisor at Alden Investment Group, based in Mount Pleasant, SC, with 10 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
Mount Pleasant, SC
Get directionsHistory
Regulatory History (4)
Employment Separation After Allegations
January 2025Regulatory
January 2025Employment Separation After Allegations
March 2022Customer Dispute
February 2022Employment History
Current Registrations
Alden Investment Group
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
360 Financial Partners, LLC
Sterne Agee Asset Management, INC.
Sterne Agee Financial Services, INC.Broker
State Registrations6 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.