Lonestar Registered Investment Advisors, Pllc

CRD#144200
Investment Advisor Firm

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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

3

Disclosures

No

Office Location

10210 Frankford Ave
Lubbock, TX 79424

Lonestar Registered Investment Advisors, Pllc by the Numbers

Total Number of Employees

3

National Average: 64
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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

  • 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

  • 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.

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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

  • Offered by 69% of firms

    Percentage of Assets

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    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 21% of firms

    Hourly

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    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Offered by 32% of firms

    Fixed

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    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Offered by 10% of firms

    Other

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    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

Unavailable

  • Find one of the 1% of firms that offer this fee type

    Commissions

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    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 26% of firms that offer this fee type

    Performance-based

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    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

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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

Stephen Christopher
Mentor, OH
Christian Caraveo
Castle Rock, CO
Mark Groom
Albuquerque, NM
Michael Byers
Dallas, TX

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