Mark Marinzoli
Advisor at Keystone Wealth Management Services Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Keystone Wealth Management Services Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Keystone Wealth Management Services Inc
Location
Glen Mills, PA 19342
Credentials
Series 65
Industry experience
10 years
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.
Based on Keystone Wealth Management Services Inc
0.50% to 1.50% annually (negotiable based on client complexity, account composition, and total AUM)
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
Account minimum: $250,000 Fee-only: Annual asset management fee between 0.50% and 1.50%, negotiable; no commissions received by advisor
535 Baltimore Pike
Glen Mills, PA 19342
Delaware · Pennsylvania
Keystone Wealth Management Services Inc
2015 - Present (11 years)
Keystone Family Office Inc.
2003 - Present (23 years)
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Is active or affiliated with:
Fund sponsor
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Accountant / CPA / tax prep
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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