Advisor at Lodestar Wealth, 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
Lodestar Wealth, LLC
Location
Providence, RI 02903
Credentials
Series 63, Series 65
Industry experience
16 years
James Tavares is a financial advisor with Lodestar Wealth, LLC in Providence, RI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Quasar Distributors, LLC and Horizon Investments. He also supports a startup healthcare financial technology firm without receiving compensation. Lodestar Wealth Public Benefit, LLC is an independent registered investment adviser serving individuals, including high-net-worth clients, and business entities. The firm uses ETF-based, long-term portfolios guided by documented Investment Policy Statements and employs a combination of modern portfolio theory, fundamental, quantitative, and technical analysis to construct diversified allocations.
Based on Lodestar Wealth, LLC
Fixed financial planning fees between $1,000 and $5,000 depending on complexity
$0 - $250,000: 0.95% $250,001 - $750,000: 0.85% $750,001 - $1,750,000: 0.75% $1,750,001 - $3,750,000: 0.65% $3,750,001+: 0.30%
$375 per hour for financial planning services
Account minimum: $50,000 Fee-only: Fixed fees between $1,000 and $5,000 for financial plans; Hourly fee of $375/hour for financial planning services
225 Dyer Street
Providence, RI 02903
Massachusetts · Rhode Island · Texas
Lodestar Wealth, LLC
2022 - Present (4 years)
Lodestar Wealth, LLC
2022 - Present (4 years)
Lodestar Wealth
2020 - Present (6 years)
Quasar Distributors, LLC
2015 - 2020 (5 years)
Horizon Investments
2015 - 2020 (5 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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Series 65, Series 66
Providence, RI
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Series 63, Series 65
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