Keynote Financial Services (KFS) provides financial planning and investment management services. Financial planning includes tax, insurance, retirement, and estate planning. KFS considers clients' financial situations, risk tolerance, and goals to implement appropriate investment strategies. KFS manages client portfolios using general securities, mutual funds, government securities, and options. They can also help clients select and monitor other money managers investing in alternative investments.
Fee Structure
If Keynote Financial Services manages your money, the annual fee ranges from 0.5% to 2% of the market value of your investments. The exact percentage depends on the size and complexity of your account. The fee is calculated at the end of each calendar quarter and paid quarterly.