Keystone Capital Advisors offers customized wealth management services that combine continuous investment management with comprehensive financial planning. Keystone Capital focuses on long-term investment strategies, primarily building portfolios using individual equity securities, exchange-traded funds, and low-cost mutual funds. Clients have the opportunity to place reasonable restrictions on the types of investments held in their portfolios. In addition to managing investments, Keystone Capital provides financial planning services covering retirement planning, personal savings, education funding, and investment planning. The firm operates as a registered investment advisor based in Auburn, Massachusetts, and is owned and operated by James R. Black.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Wealth management fees range up to 2.00% based on scope of services, asset level, and complexity. Fees may be negotiable.