Flat Fee Annual Research Saves You Money
Our one flat annual fee based approach is very transparent (no hidden fees) and saves you significant capital that you can put to work each year to help you beat the market long term. The savings really add up and can let you take control of your financial future.
Example: $500,000 Invested in Equities (Stocks):
| Annual Fee (2% of assets) | Annual Fund/ETF Fees (1% - blended) | Total Est. Fees | |
|---|---|---|---|
| Traditional Equity (Stock) Manager | $10,000 | $5,000 | $15,000 |
| Keystone's VIP Package | $2,496 | ZERO | $2,496 |
Each Year You Save Over 83% in Fees or $12,504.
KeyStone is designed to help self-directed investors earn superior returns through a focus on innovative and time-tested fundamental stock-specific research. Pair our service with your existing advisor or use our research to help you do-it-yourself (DIY) and take charge of your portfolio. For the DIY investor, combining our BUY/SELL/HOLD reports with a discount brokerage service (trading shares for as low as $6-$10) is the most cost effective approach.