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Robert Stimson

Little House Capital, LLC
22 Years of Experience
Braintree, MA
View SEC Summary
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Robert Stimson is a registered investment advisor at Little House Capital, LLC, based in Braintree, MA, with 22 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 253 clients with $680M in assets under management.

Little House Capital, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
253 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$675.2M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.10%

Annual fees range up to 1.10% based on scope, complexity, and asset level. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

35 Braintree Hill Park, Suite 100, Braintree, MA, 02184

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History

Regulatory 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.

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Other Business Activities

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.

Employment History
Current Registrations
Little House Capital, LLC
November 2017 - Present · 8 yrs 11 mos
Previous Registrations
Arkadios CapitalBroker
September 2019 - December 2019 · 3 mos
People's Securities, INC.
August 2016 - November 2017 · 1 yr 3 mos
People's Securities, INC.Broker
June 2016 - November 2017 · 1 yr 5 mos
People's Securities, INC.
December 2012 - July 2014 · 1 yr 7 mos
People's Securities, INC.Broker
December 2012 - July 2014 · 1 yr 7 mos
Eastern Investment Advisors, INC.
January 2011 - December 2011 · 11 mos
Investment Professionals, INC.Broker
April 2010 - December 2010 · 8 mos
W.R. Hambrecht + CO., LLCBroker
March 2005 - May 2008 · 3 yrs 2 mos
Banc of America Securities LLCBroker
February 2002 - December 2004 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1999 - March 2002 · 2 yrs 9 mos
State Registrations1 state
MA
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.
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