LODESTONE CAPITAL SOLUTIONS LLC is a financial advisory firm that helps individuals, families, and businesses achieve their financial goals through personalized investment plans and expert management strategies. They have been in business for 7 years and currently manage $500 million in assets. Their team of experienced financial experts offers a range of financial services including investment management, retirement planning, estate planning, tax planning, wealth management, and risk management.
The firm charges a percentage-based fee for their services, which is directly tied to the growth of their clients' assets. This structure ensures that their interests are aligned with those of their clients. As a registered investment advisor with the SEC, LODESTONE CAPITAL SOLUTIONS LLC is obligated to act in the best interest of their clients and has a fiduciary duty to prioritize their clients' interests. They are also committed to disclosing any potential conflicts of interest, such as compensation from other sources.