I’ve been a client of Tyler Linsten, the owner of Alder Cove Capital, for over a year. I was inspired to get a fiduciary advisor, rather than a big-name investment firm, after watching a segment on John Oliver’s “Last Week Tonight.” It really opened my eyes to how important it is to get someone who works in my best interest, as opposed to an investment firm that acts on commission, always wants to sell me something, and makes frequent trades that ramp up my fees.
Tyler is the complete opposite. He’s smart, he’s savvy about investments, AND he really cares about his clients. He calls himself a “numbers nerd” and has a great sense of humor, but he takes your financial goals seriously. Tyler creates a personalized plan that goes beyond the basic “Are you a conservative investor?” types of questions. You’ll be able to access all your info on a really cool private website he creates just for you. He is super-quick to respond to emails, and, since he doesn’t have a fancy office or an administrative assistant, his fees are reasonable.
I’m pretty conservative with my money and don’t like to make big changes, but, in the past year, I have moved about 90 percent of of my finances from big-name brokerages to Alder Cove Capital. And the fee is a lot lower than what I paid to commission-based salesmen – oops, I mean stockbrokers.
You don’t need to be wealthy to work with Tyler. And it doesn’t matter if you’re close to retirement or just starting out. Plus, if anything is confusing, he explains it to you in layman’s terms.
If you’re at all interested, take a look at his website. Just google Alder Cove Capital. The FAQs are especially useful.
Oh, by the way, he and his wife live in West Seattle!