Keystone Wealth Alliance manages investment portfolios and provides financial planning for individuals, families, and business owners. The firm focuses on helping clients build, grow, and protect their wealth, with a particular emphasis on retirement investing and income replacement strategies. Keystone Wealth Alliance offers both discretionary and non-discretionary investment management, building customized portfolios using mutual funds, exchange-traded funds, individual stocks and bonds, alternatives, and structured notes. The firm may also utilize third-party platform providers and model managers like Brookstone Capital Management. Financial planning services—covering estate, tax, retirement, insurance, and cash flow planning—are included as part of the advisory services at no additional fee. Clients also have access to online financial planning and digital estate planning tools. Additionally, Keystone Wealth Alliance offers consulting services for a limited scope of work.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual fee is 2.50%. Fees are negotiable on a client-by-client basis. Accounts are also subject to a monthly $8 software reporting fee.