Sara Solano is a registered investment advisor at Lodestar Advisory Group, LLC, based in Long Valley, NJ, with 1 years of industry experience. Sara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 163 clients with $93M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Wealth Management fees are higher and include more comprehensive services. Investment advisory service fees for managing held-away assets, such as a 401(k) Plan, 403(b) Plan, 457 Plan, 529 Plan, annuity or executive compensation program are negotiable and generally range from 0.50% to 1.00% of the value of your assets under management (AUM). Our fees may also be based on the following negotiated tiered fee schedule: Less than $250,000 1.00%, $250,001 - $500,000 0.75%, More than $500,000 0.50%
Fee Estimator
Location
Long Valley, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Lodestar Advisory Group, LLC
State Registrations3 states
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