Littlefield Asset Management offers ongoing portfolio management services to individuals and high-net-worth clients. The firm uses a value investing strategy, primarily purchasing high-quality, blue-chip companies and exchange-traded funds that are undervalued or trading at reasonable prices. Littlefield Asset Management operates on a discretionary basis, meaning the firm makes buying and selling decisions on behalf of clients without needing prior approval for each individual transaction. Client assets are held at qualified custodians such as Charles Schwab and Company and Morgan Stanley. Littlefield Asset Management does not impose a minimum investment amount to open an account.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Annual fee is not to exceed 0.80% and is negotiable. Smaller accounts may be charged a flat fee instead.