The Keystone Financial Alliance provides investment advisory services to individuals and families. Services include consulting and financial planning, comprehensive portfolio management, and portfolio management. Keystone may use exchange traded funds, mutual funds, individual stocks or bonds, or other securities. Keystone may utilize Independent Money Managers.
Assets Under Management$150M
Clients132
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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