AS
AS

Alden Shorter

4 Years of Experience
Houston, TX

Alden Shorter is a registered investment advisor at Shorter, Alden M, based in Houston, TX, with 4 years of industry experience. Alden operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.50%
$250K - $750K2.00%
$750K+1.50%

Fees may be subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Houston, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Alden works as a contract attorney with FTI Consulting, starting in December 2021. This takes nearly full-time, with about half of Alden's time spent during securities trading hours reviewing contracts and legal documents.

Employment History
Current Registrations
Shorter, Alden M
January 2022 - Present · 4 yrs 4 mos
State Registrations1 state
TX
Advisor

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.