Lodestone Wealth Management offers investment management and financial planning services. They create customized portfolios using exchange-traded funds, mutual funds, and individual stocks and bonds. For wealthier clients, they may recommend investments in privately held securities. They also offer financial planning services on an hourly or fixed-fee basis, which may include tax or estate planning.
Assets Under Management$350M
Clients291
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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