Little Bird Financial is a registered investment advisor founded in 2026 and owned by Glen Shepherd, with offices in Elkhorn, Nebraska. The firm also operates under the business names White Tiger Financial Group and Geneva Fund Services. Little Bird Financial focuses primarily on investment supervision, building diversified, long-term portfolios tailored to each client's specific risk tolerance, demographics, and personal goals. The firm gathers detailed information regarding your financial situation and investment objectives, and works with Charles Schwab & Co. as the custodian to execute trades and hold your assets. Little Bird Financial relies on fundamental analysis when evaluating individual stocks and bonds, while examining manager track records and underlying assets for mutual funds and exchange-traded funds. In addition to investment management, the team provides guidance on insurance products through an affiliated entity. The firm emphasizes long-term strategy, personalized attention, and alignment with client objectives while maintaining a focus on managing market, equity, fixed income, and company-specific risks.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.50% |
Family members or friends may receive reduced or waived fees. Fees may be negotiated within the stated schedule under certain circumstances.