David Lu is a CFP-designated registered investment advisor at Lodestone Capital Solutions LLC, based in Stanton, CA, with 15 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, Investment Management, 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from 0.5% to 2.0% per annum depending on portfolio size and strategy complexity. Average fee is approximately 1.0% per annum. Fees are negotiable.
Fee Estimator
Location
10330 Beach Blvd #F, Stanton, CA, 90680
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Lodestone Capital Solutions LLC
State Registrations1 state
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