Lodestone Wealth Management offers personalized investment management and financial planning services for individuals, families, business owners, and other clients. The firm builds customized portfolios using exchange-traded funds, mutual funds, individual stocks, and fixed-income securities. Lodestone Wealth Management operates with the authority to make trades without asking first based on each client's established risk tolerance and goals. The firm also includes basic financial planning services within its standard management fee, while more complex or standalone planning projects are available for an hourly rate or flat fee. Clients must keep their assets with a qualified custodian, such as Charles Schwab or Fidelity.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for accounts over $5,000,000. Flat dollar amounts may be charged for smaller accounts on an exceptional basis.