Littlejohn Financial Services offers investment advice to individuals, high net worth individuals, trusts, estates, businesses, pension and profit-sharing plans and charitable organizations. They create customized investment strategies based on client goals, risk tolerance, and financial situations, using mutual funds, exchange-traded funds, individual stocks, and bonds. They also offer financial planning services covering areas like retirement, education, and insurance needs. Littlejohn Financial may also assist Clients with the paperwork for creating trusts or wills.
Assets Under Management$170M
Clients560
Advisors4
Avg. per Client$310K
Avg. per Advisor$43M
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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