Littlefield Asset Management (LAM) offers ongoing portfolio management services, tailoring portfolios to client needs based on their financial condition, investment objectives, and risk tolerance. LAM primarily invests in equities and exchange-traded funds based on market indexes. LAM manages client assets on a discretionary basis, meaning they can make trades without prior consent, subject to any client-imposed restrictions. LAM uses Charles Schwab and Company as the primary custodian, though Morgan Stanley is also used. There is no minimum investment amount.
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.