Keystone Global Partners provides comprehensive wealth and investment management, financial planning, and family office services to affluent individuals and families, trusts, estates, foundations, and businesses. Keystone helps clients define their financial goals, assess risk tolerance, construct diversified investment portfolios, and monitor performance. The firm's investment strategy incorporates global equities, fixed income, private equity, real estate, and alternative investments, utilizing both active and passive management approaches. In addition to investment management, Keystone offers financial planning on a comprehensive or limited-focus basis, covering tax planning, real estate analysis, retirement planning, insurance analysis, and estate planning. For families with substantial wealth, the firm acts as a family office quarterback, coordinating a team of internal and external experts for tax minimization, trust strategies, and lifestyle protection. Keystone operates as an independent registered investment advisor.
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 based on portfolio complexity and the level of financial planning and other services delivered.