Lodestone Capital Solutions LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lodestone Capital Solutions LLC provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm also offers pension consulting and can act as investment manager for retirement plans while providing discretionary portfolio management and does not accept custody of client assets.
The adviser follows a custom, tactical allocation approach intended to reduce risk and seek performance enhancement, using a range of instruments including exchange-listed securities, mutual funds, options (including option writing), and cash positions as potential hedges. Client accounts are monitored at least monthly and reviewed in advance of client meetings that typically occur one to three times per year.
The brochure discloses that the principal, David C. Lu, CFP, is licensed as an insurance agent affiliated with TWFG and as a real estate broker and may receive separate commission compensation for insurance or real estate transactions, a conflict of interest that is disclosed to clients. Lodestone’s combination of pension consulting and its ability to serve as investment manager for retirement plans (including possible discretionary authority for defined benefit plans), together with use of option strategies and other instruments that can introduce leverage, and management of roughly $5.15 million for a small number of clients, distinguishes its service mix from many other solo independent advisers.
Client services
Expertise
Fee options
$0+: 2.0% per annum +: 0.5% per annum
$200 per hour, negotiable in advance
Main office
10330 Beach Blvd #F
Stanton CA 90680
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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