Lodestar Private Asset Management provides personalized financial planning and investment management services. Lodestar's services include obtaining client information, building financial models, reviewing portfolios, making investment recommendations, and adjusting asset allocations. Lodestar is a fee-only firm and does not sell commissioned products.
Assets Under Management$1.3B
Clients549
Advisors5
Avg. per Client$2.4M
Avg. per Advisor$270M
Fee Structure
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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