Calvin Lo is a CFA-designated registered investment advisor at Keystone Global Partners LLC, based in Monrovia, CA, with 11 years of industry experience. Calvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 49 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $20.0M | 0.80% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.40% |
Fees are negotiable and will be adjusted based on the complexity of the portfolio and level of other financial planning and services delivered.
Fee Estimator
Location
Monrovia, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Keystone Global Partners LLC
Previous Registrations
Royal Oak Capital Management, LLC
State Registrations4 states
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