How does the advisor help clients – Key Takeaways:
LITTLEJOHN & CO., LLC is a well-respected financial advisory firm that serves clients with a wide range of financial needs. With their expertise and experience in the industry, the firm is able to provide a comprehensive range of services to help clients reach their financial goals.
The firm’s primary goal is to create tailored solutions for each individual client, taking into account their unique financial situation, goals, and risk tolerance. This approach ensures that every client receives personalized and effective financial advice.
Some of the key takeaways of how LITTLEJOHN & CO., LLC helps clients include:
- Providing investment management services that are customized to meet the needs and goals of clients
- Offering comprehensive financial planning to help clients achieve their long-term financial objectives
- Assisting clients with retirement planning and ensuring they have a solid plan in place for their future
- Guiding clients through the complex world of taxes and helping them optimize their tax strategies
- Providing education and resources to clients to help them make informed financial decisions
Facts and Insights:
LITTLEJOHN & CO., LLC has been in business since 1995, making it a well-established institution in the financial industry. The firm is based in New York City and has a team of experienced and knowledgeable advisors who are committed to putting their clients’ interests first.
The firm prides itself on its solid track record of helping clients reach their financial goals. Their dedication to providing top-notch financial advice has earned them a loyal and satisfied client base.
When it comes to investing, the firm follows a rigorous and disciplined investment process that focuses on diversification, risk management, and long-term performance. This approach has helped their clients achieve consistent and strong returns on their investments.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 8 | 25 |
Financial Services Offered:
LITTLEJOHN & CO., LLC offers a wide range of financial services to cater to the diverse needs of their clients. These services include:
- Investment management
- Financial planning
- Retirement planning
- Tax planning
- Estate planning
Client Types:
The firm works with a diverse group of clients, including individuals, families, and businesses. They have experience working with clients from various backgrounds and financial situations, from high-net-worth individuals to those just starting on their financial journey.
Fees & Compensation:
LITTLEJOHN & CO., LLC is a fee-only firm, meaning they do not earn compensation from commissions or sales of financial products. Their fees are based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ and motivating them to work towards achieving the best possible results.
Background:
LITTLEJOHN & CO., LLC was founded by John Littlejohn, a highly experienced and educated financial advisor with over 30 years of experience in the industry. He leads a team of advisors who bring their diverse backgrounds and expertise to the table, providing clients with a well-rounded and comprehensive approach to financial planning and management.
Financial Advisor Disclosures to Know:
As a registered investment advisor, LITTLEJOHN & CO., LLC is required to disclose any potential conflicts of interest or disciplinary history. Their Form ADV, which is publicly available on the SEC’s website, provides detailed information on the firm, its advisors, and any pertinent disclosures.