Keymark Financial is a registered investment advisor founded in 2017 and based in Rolling Hills Estates, California. Keymark Financial manages customized investment portfolios using a primarily passive strategy focused on low-cost index funds and exchange-traded funds, while tailoring asset allocations to match each client's specific goals, time horizon, and comfort with risk. In addition to investment management, Keymark Financial offers comprehensive financial planning covering retirement, taxes, estate planning, cash flow, debt management, college savings, and insurance optimization. Keymark Financial works with individuals, high-net-worth clients, and business owners, and does not require a minimum account size to open an account.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are pro-rated and paid in advance on a quarterly basis. Fees may be negotiable.