JL
CFP
JL
CFP
Jeffrey Little
27 Years of Experience
Solvang, CA
1 Disclosure
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. Their firm serves 55 clients with $19M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
55 clients
Average Client Portfolio
$347K average
Assets Under Management
$19.1M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For portfolios with an objective of capital preservation, or short-term fixed income only, the annual rate is 0.40%. All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1603 Copenhagen, Suite 5, Solvang, CA, 93463
Get directionsHistory
Regulatory History (1)
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Criminal
December 2013Final Disposition
Employment History
Current Registrations
Financial Telesis Company
February 1999 - Present · 27 yrs 3 mos
State Registrations1 state
CA
Advisor
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
No exam information available for this advisor.