Lonestar Registered Investment Advisors, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$340M
Clients1,195
Advisors11
Avg. per Client$280K
Avg. per Advisor$31M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees vary by strategy, ranging from 1.00% to 1.65% total annual fee. Rates are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

11 Advisors at this firm