Littlejohn Financial Services Inc is a small investment advisory firm based out of Roseburg, OR with two offices. Established with the aim of providing expert financial guidance, the company employs seven dedicated professionals, four of whom specialize in investment advisory services. With an impressive track record, Littlejohn Financial Services Inc boasts an average of $27,730,000 in assets under management per investment advisor.
The firm's compensation structure is designed to cater to diverse client needs, incorporating various options such as a percentage of assets under management, hourly charges, and fixed fees. Notably, nearly half of the assets under management are sourced from employer 401Ks and individual clients, indicating the team's proficiency in this domain. A noteworthy 88% of the assets they manage are discretionary, reflecting the level of trust clients place in their expertise.
Littlejohn Financial Services Inc takes pride in its extensive clientele, serving over 520 individual clients with a remarkable $110,905,000 in assets under management. The company's success can be attributed, in part, to its team of experienced advisors, including Wesley Holt, Justin Bruggeman, and Fred Littlejohn, who have remained with the firm for an extended period, contributing to its reputation for reliability and expertise.
Through their dedication, personalized approach, and commitment to excellence, Littlejohn Financial Services Inc continues to help clients achieve their financial goals, providing comprehensive investment advisory services tailored to their unique needs and objectives.