Jason Mccoy is a CFA-designated registered investment advisor at Lodestar Private Asset Management LLC, based in Alamo, CA, with 13 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 549 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.45% |
| $50M+ | 0.35% |
Fees may vary depending on the length of the relationship, the services provided, the total value of investment assets, and any family or personal relationship with the firm.
Fee Estimator
Location
3201 Danville Blvd, Suite 275, Alamo, CA, 94507
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Lodestar Private Asset Management LLC
Previous Registrations
First Republic Investment Management, INC.
First Republic Securities Company, LLCBroker
Sageview Advisory Group, LLC
Cetera Advisor Networks LLCBroker
Arete Wealth Management, LLCBroker
Axxcess Wealth Management, LLC
Martin Kelly Capital Management, LLC
Mutual Securities, INC.Broker
Waddell & Reed, INC.Broker
State Registrations1 state
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