Advisor at Lodestone Capital Solutions LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lodestone Capital Solutions LLC
Location
Torrance, CA
Credentials
CFP®, Series 63
Industry experience
14 years
David Lu is a CFP® with 14 years of industry experience and serves as the sole advisor at Lodestone Capital Solutions LLC in Torrance, CA. He has been with Lodestone Capital Solutions since 2011. In addition to his advisory role, Lu is licensed as an insurance agent and a real estate broker. Lodestone Capital Solutions 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 plan-sponsor services to small businesses, employing a tactical allocation strategy that uses fundamental analysis and a variety of instruments to manage risk and target improved performance.
Based on Lodestone Capital Solutions LLC
Based on Lodestone Capital Solutions LLC
0.5% to 2.0% per annum depending on type, complexity, and account size; average approximately 1.0% per annum
$200 per hour, negotiable, billed monthly upon completion of work.
Fee-only: Investment advisory fees based on assets under management, billed monthly in advance, ranging from 0.5% to 2.0% per annum.
Torrance, CA
California
Lodestone Capital Solutions LLC
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Los Alamitos, CA
Open Square Capital, LLC
CFP®, Series 63, Series 65
Long Beach, CA
Linda A. Walker, CFP
CFP®, Series 66
Playa Del Rey, CA
Pashman Financial LLC
Series 65
Santa Monica, CA
Joseph C. Longo, Attorney At Law
CFP®, Series 63
Rancho Palos Verdes, CA
Reeves, James, Townsend
CFP®, Series 66
Santa Monica, CA
Guttman Financial Planning
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