Keystone Financial Planning provides personalized investment advice and portfolio management. They also offer financial planning and consulting services, including help with setting financial goals, assessing risk tolerance, and analyzing your financial situation regarding taxes, insurance, and investments. Keystone tailors its advice to each client's individual needs.
Assets Under Management$410M
Clients117
Advisors1
Avg. per Client$3.5M
Avg. per Advisor$410M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5.0M - $40.0M | 0.50% |
| $40M+ | 0.40% |
Fees are negotiable. Legacy relationships may pay a different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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