Lodestar Financial Management (LFM) is a fee-only firm offering comprehensive financial planning to individuals and families. LFM acts as a fiduciary, prioritizing client interests. Services include cash flow management, investment management, tax planning, estate planning, risk management, and goal setting. LFM works with clients to create custom plans that evolve with their life stages and changing market conditions. LFM also offers fixed engagements for clients with limited concerns and portfolio management services.
Fee Structure
Lodestar Financial Management (LFM) occasionally offers investment management services without financial planning. LFM does not currently charge fees based on a percentage of your portfolio. Instead, LFM charges a flat annual fee, calculated and quoted in annual terms and payable quarterly, in advance. The annual fee for portfolio management is generally $2,500.