Keystone Financial

RIAState Registered

Total AUM

$51.2M

Discretionary

$51.2M

100% of AUM

Avg account

$93.6K

Accounts

547

Employees

Advisory reps

Firm details

Headquarters: Eau Claire, Wisconsin
CRD number: 336237
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals89.37%
HNWI9.46%
Pension & Profit Sharing Plans0.88%
Corporations / Businesses0.29%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Keystone Financial is an independent, owner-operated limited liability company registered in Wisconsin that provides financial planning and discretionary portfolio management primarily for individuals, families and small-business owners, with some institutional clients. The firm bills through a combination of asset-based fees, hourly charges and fixed-fee arrangements. Keystone reports relationships with accountants and insurance companies as part of its professional network. The firm does not position itself as a capital allocator and does not list active ESG investing among its approaches.