Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment advisory fees range up to 1.10% annually based on factors like service complexity and asset level. Financial planning services are offered on an hourly basis at $400 per hour, or a fixed fee ranging from $1,000 to $5,000. Annual financial planning services are also available up to $10,000 annually. Retirement plan advisory services have separate fees.
Areas of Practice
Advisor Information
Office location
35 Braintree Hill Park, Suite 100, Braintree, MA, 02184
Get directionsRegulatory History
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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Robert is the CEO/CIO of Little House Capital, LLC, an investment advisory firm for high net worth clients, foundations, and endowments, since 2017. He dedicates full-time hours to this investment-related activity.