Lonestar Registered Investment Advisors, Pllc
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Learn more about Lonestar Registered Investment Advisors, Pllc
Overview
Lonestar Registered Investment Advisors, Pllc is located at 10210 Frankford Ave, Lubbock, TX. The firm employs 3 financial advisors to manage client portfolios and provide financial guidance. Lonestar Registered Investment Advisors, Pllc is not a registered broker-dealer.
Lonestar Registered Investment Advisors, Pllc offers financial planning services and selection of other advisers. The firm operates on an asset-based, hourly, fixed, and other fee structures. The firm maintains affiliations with a lawyer or law firm and an insurance company or agency.
Lonestar Registered Investment Advisors, Pllc is registered in the states of California, Colorado, Florida, Georgia, Hawaii, Idaho, Kansas, Louisiana, Maryland, Minnesota, New Hampshire, New Mexico, North Dakota, Ohio, Oklahoma, Texas, Utah, Virginia, and Washington.
Number of Advisors
Disclosures
Office Location
Lonestar Registered Investment Advisors, Pllc by the Numbers
3
Products and Services
Services provided by Lonestar Registered Investment Advisors, Pllc include financial planning services and selection of other advisers. However, Lonestar Registered Investment Advisors, Pllc did not provide financial planning services to any of its customers in the last financial year. The Firm does not sell products or offer services aside from investment advice to its investment advisory accounts.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees usually vary depending on the services provided. Fees billed by Lonestar Registered Investment Advisors, Pllc likely include any blend of the following fee types: asset-based, hourly, fixed, or other.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
Disclosures
Lonestar Registered Investment Advisors, Pllc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Lonestar Registered Investment Advisors, Pllc
Mentor, OH
Castle Rock, CO
Albuquerque, NM
Dallas, TX
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