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Mark Marinzoli

Advisor at Keystone Wealth Management Services Inc

Updated today

Firm

Keystone Wealth Management Services Inc

Location

Glen Mills, PA 19342

Credentials

Series 65

Industry experience

10 years

About

Mark Marinzoli is a Series 65 credentialed financial advisor with 10 years of industry experience. He has been with Keystone Wealth Management Services Inc. since 2015 and is also a vice president and partner at Keystone Family Office Inc., where he is involved in accounting, tax, and business advisory services. Keystone Wealth Management Services Inc. provides discretionary investment management and advisory services primarily to high-net-worth individuals, trusts, and business entities, with a focus on irrevocable trusts and related LLCs. The firm combines fundamental and technical analysis, incorporates institutional research, and offers specialized services including directed trust relationships and alternative billing arrangements.

Client services

Based on Keystone Wealth Management Services Inc

Portfolio management

Expertise

Based on Keystone Wealth Management Services Inc

Trust structures (GRAT, IDGT, revocable) Wealth management

Fee options

Percentage

0.50% to 1.50% annually (negotiable based on client complexity, account composition, and total AUM)

Performance-based

For qualified clients (minimum $1 million AUM or net worth over $2.1 million), 0.25% annual fee plus up to 20% of capital appreciation quarterly with a high-water mark

Other

Account minimum: $250,000 Fee-only: Annual asset management fee between 0.50% and 1.50%, negotiable; no commissions received by advisor

Location

535 Baltimore Pike

Glen Mills, PA 19342

Most active in

Delaware · Pennsylvania

Work history

Keystone Wealth Management Services Inc

2015 - Present (11 years)

Keystone Family Office Inc.

2003 - Present (23 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

John L

Series 65

Glen Mills, PA

The Lyttle Company, LLC

John Lyttle III is President & CEO of The Lyttle Company LLC. In prior years, John served as Chief Operating Officer of Ogee Group LLC, a New York based Quantitative Hedge Fund. He went on to work on the Financial Planning & Analysis team at Vornado Realty Trust, one of the world's largest Real Estate Investment Trusts. John later was Senior Analyst to the Chief Financial Officer at Health Monitor Network, the leading Direct-to-Patient health education company. John has been acknowledged in a Wiley Finance Book Publication, "Advanced Equity Derivatives: Volatility and Correlation," for his contribution of many figures and problem solutions. He has been published in the Financial Times, The New York Times, and STEM Magazine and lectured at Johns Hopkins University on Black-Scholes and its use in pricing options. John holds an MS in Finance from Johns Hopkins University and a BS in Mathematics with a minor in Economics from Fordham University.

Active portfolio management Options & derivatives strategies
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Beth D

CFP®, Series 63

Malvern, PA

Plumtree Financial Planning

General tax planning General estate planning guidance Cash flow / budgeting
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Li M

Series 65

Wilmington, DE

Annova LLC

Active portfolio management Equity compensation tax strategy Options & derivatives strategies Tax-loss harvesting

Ben S

CFP®

Malvern, PA

Ketwich Capital LLC

Ben is the founder of Ketwich Capital LLC ("Ket-Cap") which serves the financial and investment needs of professionals and families. Ben is a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor®. Prior to founding Ket-Cap in 2017, Ben spent a decade working on Wall Street at UBS and Neuberger Berman. As an equity analyst in 2008, he had a front-row seat to the housing bubble burst and the collapse of the global economy. This experience taught him the dangers of financial salesmanship (mortgages in this case) and the pitfall wealth can bring when there is no plan or purpose. Ben is passionate about helping others become secure, content, and generous in their wealth. Ben has facilitated financial courses including Financial Peace University, Charting Your Legacy, and the Journey of Generosity (Generous Giving). In his personal time, Ben can be found either outside with his wife and two young children or building something around the house. He is an avid reader of books related to money, history, and theology.

Charitable giving & philanthropy Wealth management Intergenerational Families Parents Married/Couples/Partners
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Eric T

Series 65

Wayne, PA

Acadia Investment Advisors LLC

Options & derivatives strategies Active portfolio management
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Damon G

Series 63, Series 65

West Chester, PA

Jura Investments, LLC

Private / alternative investments Active portfolio management Options & derivatives strategies
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