How does the advisor help clients – Key Takeaways:
You can trust in the expertise of LITTLEFIELD ASSET MANAGEMENT, INC. to provide top-notch financial advice and services. As a leading financial firm, they have been helping clients achieve their financial goals for years.
Facts and Insights
Let’s take a closer look at some key facts and insights about LITTLEFIELD ASSET MANAGEMENT, INC.
| Assets Under Management (AUM) | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10 | 20+ |
With $500 million in total AUM, LITTLEFIELD ASSET MANAGEMENT, INC. has a strong track record of managing their clients’ assets and helping them grow. They also have a dedicated team of 10 experienced advisors who bring a wealth of knowledge and expertise to the table. With over 20 years in business, you can trust that LITTLEFIELD ASSET MANAGEMENT, INC. has a solid foundation and a proven track record of success.
Financial Services Offered
LITTLEFIELD ASSET MANAGEMENT, INC. offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education funding
Client Types
LITTLEFIELD ASSET MANAGEMENT, INC. works with a diverse group of clients, including individuals, families, and businesses. They are committed to providing personalized solutions to meet the specific needs of each client.
Fees & Compensation
LITTLEFIELD ASSET MANAGEMENT, INC. operates on a fee-only basis, meaning they do not receive any commission or compensation from third-party products. This allows them to provide unbiased and objective advice to their clients. Their fees are based on a percentage of AUM and are transparent and easy to understand.
Background
LITTLEFIELD ASSET MANAGEMENT, INC. was founded in 1999 by John Littlefield, a respected financial expert with over 30 years of experience. The firm has built a reputation for delivering personalized and comprehensive financial solutions to their clients.
Financial Advisor Disclosures to Know
As with any financial firm, it is important to be aware of any potential conflicts of interest or disclosures. LITTLEFIELD ASSET MANAGEMENT, INC. is registered with the Securities and Exchange Commission (SEC) and is held to strict regulatory standards. They also have a clean record with no disciplinary actions or legal issues.