Lodestar Private Asset Management Llc
Alamo, California
5.0
1 Review
Lodestar Private Asset Management LLC, based out of Alamo, CA, is a distinguished investment advisory firm catering to a diverse client base. With over 160 individual clients, they boast an impressive $831,090,000 in assets under management. As a local firm with a single office, Lodestar offers personalized and attentive service to their discerning clientele. While their expertise extends beyond individual and 401K accounts, these categories constitute less than 30% of their assets under management. Lodestar Private Asset Management LLC also possesses the proficiency to effectively manage employer funds. Notably, 99% of the asset...
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Assets Under Mgmt

$831.09M

Investment Professionals

7

Locations

0

% 401K & Individual

8%

% Discretionary

99%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
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