Jeffrey Little
Jeffrey Little is a CFP-designated registered investment advisor at Financial Telesis Company, based in Solvang, CA, with 27 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 57 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard annual rate is 1.0%. Portfolios with an objective of capital preservation or short-term fixed income only are charged a lower annual rate of 0.40%. All fees are negotiable.
Fee Estimator
Location
1603 Copenhagen, Suite 5, Solvang, CA, 93463
Get directionsHistory
Regulatory History (1)
Criminal
December 2013Employment History
Current Registrations
Financial Telesis Company
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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