Lodestar Private Asset Management offers personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm builds tailored investment portfolios using stocks, bonds, mutual funds, exchange-traded funds, and separate account managers, applying a tactical asset allocation strategy. In addition to managing investments, Lodestar provides comprehensive financial planning covering cash flow analysis, retirement planning, estate planning, tax services, insurance analysis, and education funding. Lodestar acts legally in the best interest of clients as a registered investment advisor and operates on a fee-only basis without accepting commissions or product sales.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.45% |
| $50M+ | 0.35% |
Fees may vary based on relationship length, services provided, total assets, and family relationships.