Little House Capital offers personalized investment management and wealth planning services to individuals, high-net-worth individuals, trusts, estates, and institutions. Little House Capital builds custom investment portfolios using individual stocks, bonds, low-cost mutual funds, and exchange-traded funds based on each client's specific goals, time horizon, and risk tolerance. In addition to portfolio management, Little House Capital provides comprehensive wealth management services, including tax planning, estate planning, multi-generational planning, philanthropic planning, risk management, and business advice. The firm primarily employs fundamental and technical analysis for a long-term investment approach. Little House Capital acts as a registered investment advisor and serves as a fiduciary, meaning the firm is legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.10% |
Annual fees range up to 1.10% based on scope, complexity, and asset level. Fees may be negotiable.