Alden Capital

Fee-Only (% of Portfolio)Fixed/Hourly

Alden Capital Management provides customized asset allocation and portfolio management strategies to individuals and businesses. They manage investments on a discretionary or non-discretionary basis. Alden also specializes in designing and implementing retirement programs and executive benefits packages for small and mid-sized companies. They offer access to the Alden COVE platform, which provides risk profiling and account management tools.

Assets Under Management$1.4B
Clients3,147
Advisors23
Avg. per Client$460K
Avg. per Advisor$63M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)

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.

Loading...
Location

23 Advisors at this firm

Page 1 of 2