Keystone Fiduciary Financial Planning and Tax Advisory
Fee-Only (% of Portfolio)Fixed/Hourly
Keystone Fiduciary Financial Planning & Tax Advisory (KFFPTA) provides ongoing portfolio management and financial planning services. KFFPTA creates investment plans based on each client's goals, risk tolerance, and time horizon. Financial planning covers investment, insurance, tax, retirement, college, estate, and debt/credit planning. KFFPTA may use model allocations and clients can impose restrictions on investments.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $500K | 1.10% |
| $500K+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...