Robert Stimson is a registered investment advisor at Little House Capital, LLC, based in Braintree, MA, with 21 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 284 clients with $600M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Little House Capital charges a fee based on the value of your portfolio. The annual fee can be up to 1.10%, depending on the complexity of your situation, the amount of assets managed, and your overall relationship with LHC. Fees are negotiable. If LHC uses independent managers, the total fee you pay, including LHC's fee and the independent manager's fee, will not exceed 2.00% annually.
Location
35 Braintree Hill Park, Suite 100, Braintree, MA, 02184
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is the CEO/CIO of Little House Capital, LLC, an investment advisory firm for high net worth clients, foundations, and endowments, since 2017. He dedicates full-time hours to this investment-related activity.
Employment History
Current Registrations
Little House Capital, LLC
Previous Registrations
Arkadios CapitalBroker
People's Securities, INC.
People's Securities, INC.Broker
People's Securities, INC.
People's Securities, INC.Broker
Eastern Investment Advisors, INC.
Investment Professionals, INC.Broker
W.R. Hambrecht + CO., LLCBroker
Banc of America Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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