CA
CA

Christopher Alden

6 Years of Experience
Kingwood, TX

Christopher Alden is a registered investment advisor at Kingwood Investment Group, based in Kingwood, TX, with 6 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 186 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
186 clients
Average Client Portfolio
$646K average
Assets Under Management
$120.1M

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $750K1.40%
$750K - $1.0M1.30%
$1.0M - $2.0M1.20%
$2.0M - $5.0M1.00%
$5M+0.80%

Fees are negotiable. For clients utilizing a Sub-Advisor for asset management services, the fee stated above will include the Sub-Advisor’s fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

22001 Northpark Drive, Suite 245, Kingwood, TX, 77339

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Kingwood Investment Group
May 2024 - Present · 1 yr 11 mos
Previous Registrations
Next Financial Group, INC.
March 2020 - October 2024 · 4 yrs 7 mos
Next Financial Group, INC.Broker
November 2019 - October 2024 · 4 yrs 11 mos
State Registrations1 state
TX
Advisor

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.

Exams
No exam information available for this advisor.