Lonestar Registered Investment Advisors provides investment management, financial planning, and retirement plan consulting for individuals and businesses. Lonestar partners with an outside portfolio manager, Gradient Investments, to offer various investment strategies ranging from custom indexing and tactical portfolios to preservation accounts. In addition to managing investments, Lonestar offers comprehensive financial planning covering cash flow, insurance, education funding, retirement, tax strategies, and estate planning. Lonestar operates as a registered investment advisor and works closely with affiliated companies to offer insurance products and specialized financial strategies. The firm's professionals tailor investment models to match client risk tolerances and objectives, while maintaining a legal obligation to act in the client's best interest.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees vary by strategy, ranging from 1.00% to 1.65% total annual fee. Rates are negotiable.