Keystone Financial helps clients build, manage, and protect their wealth. They manage investments and offer financial planning, including estate, tax, and charitable planning. Keystone Financial works with other advisors, like CPAs and estate attorneys, to coordinate efforts toward clients' goals. They also offer consulting services to broker/dealers' customers and manage participant accounts in retirement plans.
Assets Under Management$310M
Clients510
Advisors4
Avg. per Client$600K
Avg. per Advisor$76M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.30% |
| $2.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees may vary based on the size of the account, the complexity of the portfolio, the extent of activity in the account or other reasons agreed upon by Keystone Financial and the client. Certain less active accounts may be charged a lower fee and may not be aggregated.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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