Home › Forums › WSB Reader Recommendations › Investment adviser recommendations?
- This topic has 6 replies, 3 voices, and was last updated 7 years, 4 months ago by TylerL.
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December 8, 2016 at 3:51 am #867632
JeannieParticipantHello! Can anyone recommend an investment/financial adviser – someone who really knows her/his stuff AND has a fiduciary duty (acts in the client’s interest in a prudent, ethical relationship). I’ve become very frustrated with a certain J.P. investment mega-firm.
Thanks.December 10, 2016 at 1:59 am #867811
TylerLParticipantIf you’re willing to share, what’s your beef with J Piermont & Co.?
December 10, 2016 at 7:54 pm #867883
JeannieParticipantNot a big deal, but I don’t feel they are truly acting on my behalf (fiduciary duty). I also have investments at UBS and Fidelity, and while I’m not seeing huge gains with them, only my J.P.M. investment values have gone down. I never hear from my J.P.M. adviser, either. I don’t want him to pester me, but I prefer a more individualized approach.
December 10, 2016 at 11:01 pm #867902
TylerLParticipantDo you typically just pay commissions, or maybe a wrap fee? The unfortunate thing is they may not have a fiduciary requirement at all if they’re just registered reps of the broker dealers.
Since no one else has responded, my shameless self-promotional statement is that I’m a fee-only, fiduciary advisor based here in WS. If you want to chat sometime please feel free to find my contact info here. Either way, you definitely deserve to have someone looking out for *your* best interest.
Tyler
December 12, 2016 at 10:03 pm #868106
dhgParticipantTalk to Mike Boroughs at Fortis. He’s worked for large investment firms but now runs a company dedicated to investors. http://www.fortis.capital/team/
December 13, 2016 at 12:19 am #868114
JeannieParticipantThank you, DHG and Tyler. I will probably be in touch with you, Tyler, as well as Mike at Fortis. Tyler, nothing wrong with shameless self-promotion. I was able to figure out who you were already, and I checked your website at Alder Cove Capital. I like your somewhat irreverent style. Of course, my main concerns are safety, growth, honesty and experience. In answer to your question, I don’t pay a wrap fee, just commissions.
Anyone else want to chime in? I’d welcome any input.December 13, 2016 at 12:54 am #868115
TylerLParticipantSounds great, Jeannie, and I look forward to chatting about all of the topics you mentioned. Your comment on irreverence has me cracking up – compliment of the year!
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