Alder Cove Capital is a registered investment advisor founded in 2014 and led by Tyler Linsten. The firm offers comprehensive financial planning and ongoing portfolio management services tailored to individuals and high-net-worth individuals. When building a financial plan, Alder Cove Capital helps clients establish their financial goals and values, analyzing areas such as net worth, cash flow, credit, employee benefits, retirement, insurance, investments, college planning, and tax and estate strategies. Clients initially have up to six months for financial planning. If a client chooses ongoing portfolio management with a portfolio balance over $100,000, the engagement extends indefinitely. The firm emphasizes low fees, diversification, and long-term investing, typically utilizing mutual funds, fixed income, equities, and exchange-traded funds. Alder Cove Capital acts as a legally required fiduciary, putting client interests first, and frequently partners with custodians like Charles Schwab and Betterment Securities.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Portfolio management fees are negotiable, and may be waived or reduced for a specified period in certain circumstances.