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Joseph Webster Harrison

Lodestar Private Asset Management LLC

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About Joseph Webster Harrison

Joseph Webster Harrison is a Certified Financial Planner™ who has been in the financial services industry since April 2011. Joseph Harrison is currently registered as an Investment Advisor Representative with Lodestar Private Asset Management LLC in California and Texas. Joseph Harrison previously worked with J. W. Harrison Financial Advisors in Walnut Creek, California. Joseph Harrison's firm, Lodestar Private Asset Management LLC, is a registered investment advisor with the SEC and has approximately $979,734,948 in assets under management. The firm provides portfolio management for individuals and businesses, financial planning, pension consulting, and selection of other advisors.

Firm Information

Joseph Harrison 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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Joseph Harrison’s Registration & Firm History

CA

09/03/2020 - Present

Lodestar Private Asset Management LLC (ALAMO CA)

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Licenses & Designations

IA

Issued 03/25/2011

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Webster Harrison.
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