Providing Solutions for Your Specific Needs
The tables below describe our various service levels and the required assets associated with each stage of service. We combine all family members’ assets to determine relationship size, decreasing your fee as your wealth increases. Family Office clients may work with Little House Capital to determine a fee structure commensurate with the desired level of complex services required by the family or estate.
| Smaller Investor | Large Families | Family Offices | ||
|---|---|---|---|---|
| Service Offerings | Further Details | Portfolios of $250,000 – $1,000,000 | Portfolios of $1,000,000 – $5,000,000 | Portfolios over $5,000,000 |
| Investment Management | Access to Proprietary Asset Allocation Strategies and Products | * | * | * |
| Login Access to Publications, Little House Research, Investment Actions, Product Holdings | * | * | * | |
| Performance Management and Reporting (Attribution – Allocation and Selection Effect) | * | * | * | |
| Risk Reporting – Key Ratios and other factors impacting portfolio characteristic | * | * | * | |
| External Account Aggregation | * | * | * | |
| Communication and Reporting | Relationship and account based segregation and reporting | * | * | * |
| Portal Access to Real Time Portfolio Accounting System | * | * | * | |
| Mobile App Store – Access to Little House Mobile Application | * | * | * | |
| Benchmarked Performance Results | * | * | * | |
| Formal Quarterly Reports with results and market commentary | * | * | * | |
| Planning Tools – eMoney | Access to eMoney Financial Planning Software | * | * | * |
| DIY Aggregation of all outside accounts (Investments, Checking, etc.) | * | * | * | |
| Digital Encrypted Vault to Store Key and Sensitive Documents Centrally | * | * | * | |
| Access to Advisors for planning questions | * | * | * | |
| Financial Planning Review | Formal Scope Statement Detailing Deliverables and Timetables | * | * | |
| Comprehensive financial planning session uploaded into eMoney with periodically updated forecast | * | * | ||
| Critical Issues Assessment – (Refer to Sheet- link) | * | * | ||
| Multi-Year Tax Planning Strategies | * | * | ||
| Targeted plans for life events (retirement, education, etc.) | * | * | ||
| Access to Private Alternative Investments | * | * | ||
| General Contractor/ Coordinator of Lawyers, Accountants, and Other Advisors | * | * | ||
| Access to Other Investment Alternatives | * | * | ||
| Estate Planning Analysis | * | * | ||
| Asset Titling and Ownership Structures | * | * | ||
| Family Office / Corporate Services | Business Succession Planning | * | ||
| Assistance with trusts, family foundations, family limited partnerships and other complex entities | * | |||
| Review and Analysis of Retirement Plan | * | |||
| Bill paying, budgeting, expense management, and reporting (for additional fee if desired by family) | * |