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Keystone Wealth Management Services Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$77,677,273
This total excludes 28 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
4
50% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
4
Average account size
$19,419,318
About
Keystone Wealth Management Services Inc is an independent, single‑advisor registered investment adviser offering discretionary asset management primarily to irrevocable trusts and to limited liability companies wholly owned by those trusts. The firm manages approximately $77.7 million for four clients and also provides services to corporate and institutional accounts, with trustees (including Keystone Trustee Services Ltd. and Keystone Trustee Services (Wyoming)) often serving as the primary point of contact and offering clients the option to engage Keystone as the directed‑trust investment adviser.
The firm uses a mix of fundamental analysis and technical charting, may incorporate third‑party institutional research, and typically implements individualized, longer‑term portfolios while accommodating special situations such as low‑basis stock or legacy holdings. Keystone may use borrowing in separately managed accounts and offers performance‑based fee arrangements for eligible qualified clients subject to a high‑water‑mark methodology.
Keystone is affiliated with an accounting and business‑advisory affiliate, Keystone Family Office Inc., which provides tax, accounting and business consulting and acts as general partner for a private real estate vehicle, Keystone Premium Real Estate Fund LP, creating closer integration between investment advisory and related back‑office services than is typical for similarly sized independent advisers. The firm also does not vote client proxies (clients retain that responsibility) and maintains written policies to address conflicts arising from performance fees and side‑by‑side management.
Client services
Portfolio management
Expertise
Trust structures (GRAT, IDGT, revocable)
Wealth management
Fee options
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
Main office location
Keystone Wealth Management Services Inc
535 Baltimore Pike
Glen Mills PA 19342, United States
Number of offices
1
Most active in
Keystone Wealth Management Services Inc has reported serving >5 clients in these states in the last 12 months.
Delaware · Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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