Brian Littlejohn, MBA, CFP®, CFA is a fee-only financial advisor serving clients in Glenwood Springs, CO and beyond. His firm, Sherwood Investment Management, provides investment management, retirement planning, and comprehensive financial planning to help clients organize, grow, and protect their assets. Sherwood Investment Management is completely independent, acts as a fiduciary for its clients at all times, and never accepts commissions of any kind.
BRIAN LITTLEJOHN, MBA, CFP®, CFA
Personal finance combines two of my favorite pursuits: helping others and finance. Prior to founding Sherwood, I was an investment adviser at The Wealth Conservancy in Boulder, Colorado. There I provided a diverse group of clients the entire spectrum of wealth management services. In particular, I was responsible for implementing investment strategies for $250 million in client assets. Before pursuing my passion for personal finance, I served as an officer in the United States Air Force. I flew several types of aircraft before transitioning into the engineering field. As an engineer, I managed large-scale construction projects in the United States and overseas. I continue to embrace the Air Force core values of integrity, service, and excellence. When I’m not advising clients or teaching personal finance courses, I enjoy spending time with my family, playing tennis, hiking, skiing, and traveling.
I have been featured in the following publications:
I have earned the following relevant degrees and designations:
HOW WE’RE COMPENSATED
Independence + Fee-only compensation = Objective advice
Investment management accounts are assessed an asset-based fee per the following table:
Next $2 million 0.85%
Next $2 million 0.70%
Amounts over $5 million 0.55%
The fee calculation is based on a blended tier. For example, if you have $4 million under management, you will be assessed an annual rate of 1.00% on the first $1 million, 0.85% on the next $2 million, and 0.70% on the last $1 million.
Our fee for financial planning services is $250 per hour. This fee will be waived if we manage at least $500,000 on your behalf.
Questions We Love To Help Answer:
Can we afford a second home?
How can I contribute to a donor-advised fund?
What’s the best way for me to leave assets to my children?
How can we maximize our Social Security benefits?
How can I increase the tax efficiency of my investment accounts?
What kind of retirement account is right for me?
Do we have enough life insurance?
We just sold our house. What should we do with the proceeds?
Am I taking too much risk in my portfolio?
When will we be able to retire?