The Lyttle Company offers investment management services on a discretionary or non-discretionary basis to individuals through separately managed accounts. The firm primarily invests in equity securities of public companies, taking long positions and occasionally short positions for hedging. They also offer retirement fund consultation services. The Lyttle Company generally refers clients to other professionals for financial planning, taxation, and estate planning matters.
Assets Under Management$2.9M
Clients3
Advisors1
Avg. per Client$980K
Avg. per Advisor$2.9M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are not negotiable, except that any of our supervised persons who are also our clients may pay a different or no fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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