Keystone, located in Eau Claire, Wisconsin, helps clients build, manage, and preserve their wealth through investment management and financial planning services. Keystone manages accounts on a discretionary basis, primarily using equities, ETFs, and mutual funds. Financial planning is included for investment advisory clients and also offered as a standalone service. Keystone also coordinates estate planning services through a third-party platform for a separate fee.
Assets Under Management$51M
Clients258
Advisors2
Avg. per Client$200K
Avg. per Advisor$26M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum annual fee is 1.75%. Actual fee is determined on a client-by-client basis and may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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