Lodestar Advisory Group, LLC

Overview

Lodestar Advisory Group, LLC is an independent, owner-operated limited liability company that provides financial planning and portfolio management primarily for individuals, families and small-business clients, while also serving some institutional relationships. The firm is state-registered in California, Florida and New Jersey and charges a mix of percentage-of-AUM, hourly and fixed fees. Lodestar does not position itself as a capital allocator and is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices