Marques Miles
Marques Miles is a registered investment advisor at Alden Investment Group, based in Plano, TX, with 6 years of industry experience. Marques 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
3900 American Drive, Suite 204, Plano, TX, 75075
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Regulatory History (1)
Financial
May 2019Other Business ActivitiesSells Insurance
Marques is the owner of Pathways Retirement Advisors, offering insurance, retirement, and investment planning services since 2020.
Employment History
Current Registrations
Alden Investment Group
Previous Registrations
Brookstone Wealth Advisors, LLC
Elevated Capital Advisors, LLC
Gradient Advisors, LLC
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.