Lodestone Capital Solutions offers investment advisory and financial planning services. They manage portfolios on a discretionary basis using a tactical allocation strategy. They may use various securities and recommend redistributing investment allocations to diversify portfolios. They also assist small businesses in evaluating and establishing pension plan solutions. Lodestone Capital tailors its advisory services to individual client needs.
Assets Under Management$4.2M
Clients5
Advisors1
Avg. per Client$840K
Avg. per Advisor$4.2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Lodestone Capital Solutions charges a monthly investment advisory fee, paid in advance, based on the average value of your account. The fee ranges from 0.5% to 2.0% per year, depending on the investment strategy and account size. The average fee is about 1.0% per year. Fees may be negotiable.
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