David Lu is a CFP-designated registered investment advisor at Lodestone Capital Solutions LLC, based in Torrance, CA, with 14 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 5 clients with $4.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lodestone Capital Solutions charges a monthly investment advisory fee, paid in advance, based on the average value of your account. The fee ranges from 0.5% to 2.0% per year, depending on the investment strategy and account size. The average fee is about 1.0% per year. Fees may be negotiable.
Location
Torrance, CA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Lodestone Capital Solutions LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.