Lodestone Fiduciary provides continuous, discretionary portfolio management and investment advisory services to individuals, high-net-worth individuals, families, trusts, estates, corporate entities, municipal agencies, and charitable foundations or endowments. Founded in 2026 and based in Minnetonka, Minnesota, Lodestone Fiduciary is solely owned and operated by Daniel K. Wilson. The registered investment advisor designs individually customized investment portfolios guided by a client-specific Investment Policy Statement and implemented through scalable, tax-aware model portfolio overlays. Lodestone Fiduciary maintains complete platform and research neutrality, using independent third-party custodians to safeguard client assets and relying on independent research strictly as informational inputs. The registered investment advisor enforces strict human-in-the-loop governance for any data tools and operates under a legal obligation to act in your best interest at all times.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.65% |
| $10M+ | 0.40% |
Fees are negotiable at the discretion of Lodestone Fiduciary. The firm enforces a minimum annual fee of $1,000 and a maximum fee ceiling of 2.00%.