Firm
Lodestar Asset Management
Alamo, California
Fee-only
Facts
| Based in | Alamo, California |
|---|---|
| Website | lodestarpam.com |
| [email protected] | |
| Phone | (925) 838-1234 |
Lodestar Asset Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $4,000 |
|---|---|
| Hourly | $500 an hour |
| Asset-based fee | 0.95% a year on the first tier of assets |
| How it charges | Percentage of assets · Hourly · One-time plans or projects |
In the firm's words
"the annual fee begins at 0.95% of assets under management and decreases as asset size increases" source
"Our hourly rate for this type of assistance begins at $500 per hour, with a two-hour minimum." source
"the cost generally ranges between $4,000 and $8,000, depending on the level of complexity" source
"Clients under this arrangement typically have at least $1M of assets to be professionally managed." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $1.3 billion |
| Individual clients | 221 |
| Financial planning | Offered |
| Form ADV filed | March 2, 2026 |
| SEC record | CRD 107638 |