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Amanda Mishaela Albright

Lodestar Private Asset Management LLC

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About Amanda Mishaela Albright

Amanda Albright is a financial advisor with Lodestar Private Asset Management LLC. Amanda is a Certified Financial Planner and has been in the industry since 2011. Amanda has previous experience with Brooklyn FI, LLC, HoyleCohen, R.M. Davis, MacPage, and Full-time education. Amanda is licensed in Arizona, California, Oregon, Texas, Vermont, and Washington. Amanda specializes in retirement planning, education planning, estate planning, and insurance.

Firm Information

Amanda Albright is currently registered with Lodestar Private Asset Management LLC. Lodestar Private Asset Management LLC is a registered investment advisor headquartered in Alamo, California. The firm provides financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. They manage approximately $979,734,948 in assets, primarily for high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses.
Lodestar Private Asset Management LLC

3201 DANVILLE BLVD

ALAMO, CA 94507

$979.73M

Assets Under Management

499

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Amanda Albright’s Registration & Firm History

CA

05/18/2022 - Present

Lodestar Private Asset Management LLC (ALAMO CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Amanda Mishaela Albright.
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