Fred Littlejohn
Fred Littlejohn is a CFP-designated registered investment advisor at Littlejohn Financial Services INC, based in Roseburg, OR, with 23 years of industry experience. Fred operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 560 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.50% |
| $100K - $250K | 1.40% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Certain legacy clients may have fee schedules that differ than the schedule above. Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
2000 West Harvard Avenue, Suite 100, Roseburg, OR, 97471
Get directionsHistory
Regulatory History (3)
Civil
April 2024Customer Dispute
April 2024Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Fred is a part-owner of rental property, a licensed insurance agent, and an IAR/Owner of Littlejohn Financial Services, Inc. He also manages rental properties through Littlejohn Properties, LLC and is part owner of American Railroad Supply, LLC.
Employment History
Current Registrations
Littlejohn Financial Services INC
Previous Registrations
LPL Financial Corporation
Wells Fargo Investments, LLC
LPL Financial Corporation
Compass Capital Asset Management
Financial Network Investment Corporation
Northwest Consulting, LLC
State Registrations2 states
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.