Matthew Resch is a registered investment advisor at Alden Capital, based in Wayne, PA, with 24 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,147 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
37 West Ave, Suite 301, Wayne, PA, 19087
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is a member of Ambassador Partners, LLC, a holding company, dedicating a few hours per week to strategic planning. He also uses R2 Partners LLC to hold investments into private companies or operate as the GP in a fund launch.
Employment History
Current Registrations
Alden Capital
Alden Investment Group
J. Alden Associates, INC.Broker
Previous Registrations
PNC Capital Markets LLCBroker
PNC Fig Advisory, INC.Broker
Sws Financial ServicesBroker
Bnk Advisory Group, INC.Broker
State Registrations9 states
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.