Keystone Financial Group, Llc
Lexington, Kentucky
5.0
3 Reviews
Keystone Financial Group, LLC is a prominent regional investment advisory firm located in Lexington, KY. With 39 highly skilled professionals, including 28 dedicated to providing exceptional investment advisory services, Keystone Financial Group is committed to assisting clients in achieving their financial goals. Drawing on their extensive experience, the firm manages a substantial average of $83,220,000 in assets per investment advisor, aligning closely with industry standards. With a diverse compensation structure, Keystone Financial Group offers various types of remuneration, including a percentage of assets under management....
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Assets Under Mgmt

$1.24B

Investment Professionals

28

Locations

8

% 401K & Individual

59%

% Discretionary

99%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Educational seminars/workshops
Other Business Activities
Registered representative of a broker-dealer
Insurance broker or agent
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