Lodestar Asset Management offers investment management services customized to each client's specific situation, considering their time horizon, goals, and needs like college savings, tax reduction, and retirement planning. Lodestar customizes portfolios based on risk tolerance and rebalances them as needed due to market changes or client circumstances. Lodestar also offers investment advisory and analysis services to clients who want a review of other investment accounts or 401(k) reviews.
Assets Under Management$3.4M
Clients10
Advisors1
Avg. per Client$340K
Avg. per Advisor$3.4M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.90% |
Fees negotiable for accounts over $1,000,001.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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