A complete list of active advisors currently associated with Lodestar Asset Management LLC

Warmer can help you find a great advisor at Lodestar Asset Management LLC or one who fits your needs even better.

Lodestar Asset Management LLC is an independent, fee-based registered investment adviser that serves individuals, trusts, estates, and small businesses. With roughly $3.7 million in assets under management and a very small client roster, the firm provides tailored investment management and separate advisory and analysis services, including reviews of outside accounts and 401(k) plan options. The firm’s investment approach emphasizes fundamental analysis and a long-term outlook, with attention to dividend-paying equities and fixed-income selections tailored to client time horizons, goals, and risk tolerance. Portfolios are monitored and rebalanced as needed, but management is primarily non-discretionary: the adviser typically makes recommendations that clients must approve before trades are executed. Distinctive features include the firm’s primarily non-discretionary operating model — a configuration that is uncommon among independent RIAs — together with offering hourly advisory reviews to non-clients for total-portfolio and 401(k) analysis. The firm operates on a small scale, uses a third-party custodian for trade execution and client statements, and discloses no performance-based fees or soft-dollar arrangements.

To learn more about the advisors currently working at Lodestar Asset Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.