Keystone Wealth Advisors, Incorporated
Assets Under Management
$147.8M
Number of Clients
71
Number of Advisors
3
Average Client AUM
$2.1M
AUM per Advisor
$49.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Keystone Wealth Advisors offers personalized financial planning and investment management services. Advice covers financial objectives, problem identification, cash flow, tax, insurance, investments, education, retirement, and estate planning. They offer both discretionary and non-discretionary asset management services and ERISA plan services.
Fee Structure
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
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
Location
150 South Fifth Street, Suite 3100, Minneapolis, MN, 55402