LodeStar Advisory Group is a fee-only firm offering investment management and financial planning. LodeStar provides tailored investment advice based on your goals, risk tolerance, and financial situation. LodeStar offers both discretionary and non-discretionary investment management services. Financial planning services may include a review of your overall financial situation and preparation of a written report of recommendations covering cash flow, tax planning, investment planning, estate planning, and risk 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%