Little House Capital, LLC
Assets Under Management
$601.4M
Number of Clients
284
Number of Advisors
7
Average Client AUM
$2.1M
AUM per Advisor
$85.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
LHC offers customized investment advisory solutions, wealth management, and financial planning services to individuals, high net worth individuals, trusts, estates, institutions, and retirement plans. They construct portfolios using individual stocks, bonds, mutual funds, and ETFs, and may utilize independent managers. LHC also provides retirement plan advisory services.
Fee Structure
Investment advisory fees range up to 1.10% annually based on factors like service complexity and asset level. Financial planning is offered hourly at $400/hour or fixed fees ranging from $1,000 to $5,000. Annual financial planning services are also available up to $10,000 annually. Retirement plan advisory fees are 0.50% annually when acting in a 3(21) capacity with a $5,000 minimum. Fees may be negotiable.
Areas of Practice
Location
35 Braintree Hill Park, #100, Braintree, MA, 02184