Keystone Wealth Advisors offers investment management where they recommend investments but you make the final decision. They also provide financial planning, which includes evaluating your current and future financial situation to predict cash flow, asset values, and withdrawal plans. Keystone also provides ERISA plan services to qualified retirement plans.
Assets Under Management$40M
Clients88
Advisors2
Avg. per Client$450K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.80% |
| $250K - $1000K | 0.70% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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