Douglas Dean Alden

Winning Points Advisors, L.L.C.

24 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning

Winning Points Advisors, L.L.C.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

199 clients

Average Client Portfolio

$886K average

Assets Under Management

$176.4M

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	2.00%
$1.0M - $5.0M	1.50%
$5.0M - $7.5M	1.00%
$7.5M+	0.85%

Fee schedule is subject to negotiation.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

55 East Main Street, Old Fort, NC, 28762

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History

Regulatory History (1)

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Judgment / Lien

January 1986

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Other Business ActivitiesSells Insurance

Douglas is an IAR for Efficient Advisors and Liberated Investor Advisors, LLC, since 2015 and 2007 respectively. He is also the President of Alden Agency Inc DBA Asheville Dollars and Sense, an independent insurance agency selling life and disability insurance since 1992, and an investment adviser representative for Winning Point Advisors, L.L.C.

Employment History

Previous Registrations

Jefferson Pilot Securities CORP

August 2005 - June 2007 · 1 yr 10 mos

Winning Points Advisors, L.L.C.

February 2001 - August 2005 · 4 yrs 6 mos

State Registrations3 states

FLNCTX

Advisor

Exams

No exam information available for this advisor.