Advisor at LodeStar Advisory Group, LLC
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Firm
LodeStar Advisory Group, LLC
Location
Naples, FL 34108
Credentials
CFP®, Series 63
Industry experience
21 years
George Kiraly Jr. is a CFP® professional with 21 years of industry experience, currently serving as an advisor at LodeStar Advisory Group, LLC since 2003. He holds the Series 63 designation and works out of Naples, FL. LodeStar Advisory Group provides fee-only investment management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $69 million in discretionary assets, employing a multi-method investment approach that includes technical, fundamental, and cyclical analysis, along with the use of hedging tools and occasional short-term trading.
Based on LodeStar Advisory Group, LLC
Fixed fee for financial planning services generally ranging between $800 and $5,000
Less than $500,000 - $499,999: 1.25% $500,000 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.60% $3,000,001 - $5,000,000: 0.50% More than $5,000,000+: 0.40% $500,000 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.65% More than $5,000,000+: 0.50% Less than $250,000 - $249,999: 1.00% $250,001 - $500,000: 0.75% More than $500,000+: 0.50%
$400 per hour for financial planning services
Account minimum: $250,000 Minimum fee: $2,500 minimum annual fee for Investment Management Accounts; $6,000 minimum annual fee for Wealth Management Accounts Fee-only: Financial planning fixed fees generally between $800 and $5,000; hourly fees $400 per hour
999 Vanderbilt Beach Road, Suite 200
Naples, FL 34108
California · Florida · New Jersey
LodeStar Advisory Group, LLC
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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