James Moise is a registered investment advisor at Little House Capital, LLC, based in Braintree, MA, with 4 years of industry experience. James 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
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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, #100, Braintree, MA, 02184
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Little House Capital, LLC
State Registrations1 state
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