Keystone Financial Group offers asset management and financial planning services. Asset management involves ongoing supervision of your accounts, with investment decisions based on your financial situation and goals. Financial planning includes written plans covering investment, retirement, insurance, tax, and education planning. Keystone Financial Group also offers consultations on specific financial issues.
Fee Structure
Keystone Financial Group offers asset management services where fees are based on a percentage of the value of your portfolio, ranging from 0.25% to 2.00% per year. These fees are negotiable based on factors like the type of client, complexity, and the amount invested. Fees are billed quarterly in advance. Keystone Financial Group also offers the Keystone Wealth Managed Asset Program (KEYMAP), with similar fee ranges and billing practices. KEYMAP accounts can be either wrap fee (KEYMAP Program II) or non-wrap fee (KEYMAP Program I), affecting how transaction costs are handled.