Alden Investment Advisors offers customized investment strategies and manages client accounts, retirement plans, and provides non-discretionary asset management. Alden also specializes in retirement programs and executive benefits packages for small and mid-sized companies. Alden uses the Alden COVE platform, which provides risk profiling and allows advisors to manage client accounts. Alden may recommend third-party asset managers.
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.