Keystone Asset Management offers investment management and financial planning services. They create personalized investment plans based on your goals, risk tolerance, and time horizon. They manage accounts on a discretionary or non-discretionary basis. Keystone also provides financial planning services covering areas like personal finances, taxes, investments, insurance, retirement, and estate planning. They review your situation and provide a written financial plan to help you achieve your goals.
Assets Under Management$260M
Clients134
AdvisorsN/A
Avg. per Client$1.9M
Avg. per AdvisorN/A
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% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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