Aaron Williams is a registered investment advisor at Alden Capital, based in Wayne, PA, with 6 years of industry experience. Aaron 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 Avenue, Suite 301, Wayne, PA, 19087
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Aaron is the founder of Cove Wealth Partners, a consulting and recruiting firm focused on financial services, since January 2025.
Employment History
Current Registrations
Alden Capital
Alden Investment Group
J. Alden Associates, INC.Broker
Previous Registrations
Portsmouth Financial ServicesBroker
Portsmouth - Smartlife Financial Group, LLC
Hanlon Investment Management, INC.
Northern Lights Distributors, LLCBroker
State Registrations1 state
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.