Keystone Global Partners is a registered investment advisory firm that provides wealth and investment management services, including financial planning, to affluent families, individuals, trusts, estates, charitable organizations, and business entities. Keystone helps clients with investment planning, portfolio construction, and ongoing monitoring. For families with substantial wealth, Keystone offers family office services to manage various financial and non-financial needs.
Assets Under Management$510M
Clients49
Advisors2
Avg. per Client$10M
Avg. per Advisor$260M
Fee Structure
Minimum Investment:$20M
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $20.0M | 0.80% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.40% |
Fees are negotiable and will be adjusted based on the complexity of the portfolio and level of other financial planning and services delivered.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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