JD
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
284 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$601.4M
Fee Structure
Minimum Annual Fee:$5,000
Financial Plan Fee:$1,000 - $10,000
Hourly Rate:$400/hr
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
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
35 Braintree Hill Park, Suite 100, Braintree, MA, 02184
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Little House Capital, LLC
December 2017 - Present · 8 yrs 1 mo
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.