A complete list of active advisors currently associated with Lodestone Capital Solutions LLC

Warmer can help you find a great advisor at Lodestone Capital Solutions LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Lodestone Capital Solutions 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.

Name	Location	Years of experience
David Lu	Stanton, CA	15

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