Alden Investment Advisors manages investment portfolios and designs retirement programs for individuals, high net-worth families, and businesses. The firm offers customized asset allocation, utilizing custom portfolios, mutual funds, exchange-traded funds, individual stocks and bonds, and third-party managers. Most accounts are managed with the authority to make trades without asking first, though non-discretionary options are also available. Alden Investment Advisors specializes in evaluating and designing retirement plans for small and mid-sized companies, as well as managing held-away accounts like workplace retirement plans. In addition to investment management, the firm offers standalone financial planning services billed as a one-time fee or monthly retainer.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum fee is up to 2.00% per year. Fees are negotiable. An additional platform reporting fee of 0.05% applies.