David Littlefield
David Littlefield is a registered investment advisor at Littlefield Asset Management, INC., based in Atlanta, GA, with 15 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 54 clients with $120M 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 | 0.80% |
The percentage of fees may vary among Clients based on factors including the amount of assets under management. The fees are negotiable between LAM and Client. For some Clients, whose account(s) are typically smaller in amount, LAM may assess a negotiable flat fee in arrears for managing the assets of the Client.
Fee Estimator
Location
Atlanta, GA
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Regulatory History (1)
Regulatory
August 2013Employment History
Current Registrations
Littlefield Asset Management, INC.
Previous Registrations
Littlefield Asset Mgmt. INC.
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.