Keystone Financial Services is an investment management firm with locations in Colorado and Arizona, founded in December 2010. Keystone Financial Services helps clients build, manage, and preserve wealth through personalized discretionary investment management, financial planning, and retirement plan consulting. The firm tailors its services to individual goals, risk tolerances, and time horizons, utilizing a combination of individual stocks, bonds, exchange-traded funds, mutual funds, and alternative investments. Keystone Financial Services also coordinates with clients' other professionals, such as accountants and estate attorneys, to provide holistic wealth management including tax strategies, estate planning, and wealth transfer.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50%. Fees may vary based on account size, portfolio complexity, and activity level, and are negotiable in certain circumstances.