Assets Under Management
$147.8M
Number of Clients
71
Number of Advisors
3
Average Client AUM
$2.1M
AUM per Advisor
$49.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Keystone Wealth Advisors (KWA) offers financial planning and investment management services. Advice includes financial objectives, problem identification, cash flow, tax, insurance, investment, education, retirement, and estate planning. KWA provides asset management, ERISA plan services, and financial planning on an hourly fee basis.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $3.0M | 1.00% |
| $3.0M - $6.0M | 0.75% |
| $6M+ | 0.50% |
Fees are negotiable.
150 South Fifth Street, Suite 3100, Minneapolis, MN, 55402