Keystone Wealth Advisors (KWA) offers personalized financial planning and investment management services. KWA works with individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. KWA provides advice through consultations, covering financial objectives, problem identification, cash flow, tax, insurance, investment management, education, retirement, and estate planning. KWA is a fee-based firm and does not sell products for commissions.
Assets Under Management$190M
Clients64
Advisors3
Avg. per Client$3M
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $3.0M | 1.00% |
| $3.0M - $6.0M | 0.75% |
| $6M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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