BO
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
71 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$147.8M
Fee Structure
Minimum Investment:$1M
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $3.0M | 1.00% |
| $3.0M - $6.0M | 0.75% |
| $6M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Hourly Rate:$150 - $300/hr
Asset management fees are based on a percentage of assets under management, billed quarterly. For financial planning and consulting, hourly fees range from $150 to $300, depending on complexity. ERISA plan services range from 0.15% to 1.00% of plan assets. Fees are negotiable, and clients can terminate with 30 days' notice.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Loading...
Advisor Information
Office location
150 South Fifth Street, Suite 3100, Minneapolis, MN, 55402
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Keystone Wealth Advisors, Incorporated
January 2011 - Present · 15 yrs
Previous Registrations
Keystone Wealth Advisors, Incorporated
May 2010 - December 2010 · 7 mos
Capital Management Associates INC
February 2008 - June 2010 · 2 yrs 4 mos
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.