Little House Capital offers investment advice to individuals, high net worth individuals, trusts, estates, institutions, and retirement plans. LHC provides customized investment solutions, wealth management services (including tax and estate planning), and financial planning services. LHC may recommend independent managers and has affiliated accounting and legal practices.
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.