Keystone Financial Services offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans. Keystone creates custom investment strategies based on client goals, risk tolerance, and financial situations. Keystone may use exchange-traded funds, mutual funds, individual stocks, and bonds. Keystone also offers financial planning services covering investment, retirement, education, and insurance needs. Keystone may refer clients to other specialists.
Assets Under Management$190M
Clients791
Advisors7
Avg. per Client$240K
Avg. per Advisor$28M
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Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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