Keystone Financial Consultants offers investment management, financial planning, and advisory consultations to individuals, high net-worth individuals, trusts, and estates. Investment management includes portfolio construction and monitoring. Financial planning includes net-worth statements, cash flow analyses, and education savings plans. Advisory consultations include cash flow management, portfolio construction, and tax planning.
Assets Under Management$42M
Clients36
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$42M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for amounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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