Yacht RacingIn designing and managing your portfolio, our objective is to employ those methods and strategies that offer the highest probability of realizing your goals. LodeStar® is an independent, "fee-only", boutique wealth management firm and has no outside entity to unduly influence our client recommendations. You will receive unbiased, objective and timely advice.

Fee Structure

Advisory Fees For Assets Held at Fidelity Investments, Inc.

Our annual fee for managing your portfolio is based on portfolio size in accordance with the following negotiable tiered fee schedules:

                                       Asset Management Services

                    Less than $250,000 1.25%
                    $250,001 - $500,000 1.00%
                    $500,001 - $1,000,000 0.75%
                    $1,000,001 - $2,000,000


                    $2,000,001 - $5,000,000   


                    More than $5,000,000 0.35%         

                                     Wealth Management Services

                   Less than $250,000      1.50%
                   $250,001 - $500,000


                   $500,001 - $1,000,000 1.00%
                   $1,000,001 - $2,000,000


                   $2,000,001 - $5,000,000


                   More than $5,000,000


Wealth Management services include ongoing, year-round financial planning. The associated fees are higher because they include ongoing comprehensive financial planning services, including tax planning. Advisory fees are paid by direct deduction from the portfolio on a quarterly basis.

Advisory Fee For Outside Assets

Our advisory service platform provides for the inclusion and coordination of your investment assets wherever held for pursuing your goals and objectives. Investment advisory services for assets, such as, but not limited to:  a 401(k), annuity, self-directed brokerage account, executive compensation program, 403(b), or 529 Plan are charged an annual fee based on portfolio size as follows:

                    Less than $100,000        0.65%
                    $100,001 - $250,000 0.50%
                    More than $250,000 0.35%

Advisory fees can be paid by check. If you have an existing managed account with LodeStar®, you may elect to have your fees debited from that account.

Our fees do not include custodial fees or securities transaction fees, if any, charged by your custodian. LodeStar® imposes a minimum of $100,000 to open an account, which may be lowered by LodeStar® in its discretion. Multiple accounts are aggregated in determining the appropriate advisory fee. 

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