Keystone Financial Services offers customized investment management and financial planning solutions for individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans. Keystone constructs investment portfolios using exchange-traded funds, mutual funds, individual stocks, and individual bonds tailored to each client's specific goals, risk tolerance, and financial situation. The advisory approach focuses on long-term strategies, continuous portfolio monitoring, and personalized client contact. In addition to investment management, Keystone offers standalone financial planning services covering retirement, tax strategies, estate planning, and insurance needs. The team also provides business consultation and tax preparation services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
Investment advisory fees range up to 1.35% pursuant to a tiered fee schedule based on complexity, asset level, and overall relationship.