Keystone Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Keystone serves individual and high‑net‑worth clients, as well as trusts, estates and other entities, providing ongoing investment management alongside comprehensive financial planning services such as retirement, tax, education and estate planning. The firm operates on a fee‑only basis and also offers standalone financial plans and hourly, limited‑scope engagements in addition to continuous asset management.
Its investment approach emphasizes strategic asset allocation implemented with a core‑and‑satellite framework, using passively managed index funds and ETFs for core exposure and selectively adding active managers in satellite positions; investments are typically held in no‑load or load‑waived mutual funds and ETFs through discount broker custodians. Keystone formalizes client objectives in written investment policy statements, generally manages accounts on a discretionary basis under limited trading authority, and performs quarterly reviews with periodic net‑worth reporting.
Distinctive features for a small advisory team include an advisory practice that explicitly does not sell securities or accept commissions, a policy that leaves proxy voting to clients rather than the firm, and routine personal‑trading oversight by the firm’s compliance program. The firm’s brochure also discloses a regulatory matter (Docket No. 180079, Dec. 7, 2018) noting a failure by the firm and its principals to file a GAAP balance sheet within the required timeframe.
Client services
Expertise
Fee options
Financial planning fees range from $500 to $5,000, negotiable, billed 50% in advance and balance upon delivery.
$0 - $200,000: Up to 2.00% $200,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.00% $5,000,001+: Up to 0.75%
Up to $250.00 per hour for follow-on implementation work or limited scope engagements.
Account minimum: $200,000.00 Fee-only: Fee-only financial planning and investment management; no commissions or sales of securities.
Main office
10521 Perry Highway, Suite 310
Wexford PA 15090
Advisors at this office
2
Most active in
Pennsylvania
Also doing business as
Keystone Investment Advisors · Keystone Investment Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting 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
Advisors at this firm
Christopher C
Series 63
Wexford, PA
Keystone Investment Advisors, LLC
Christopher Campanella is a financial advisor at Keystone Investment Advisors, LLC with 25 years of industry experience. He holds the Series 63 designation and has been with Keystone since 2009. Keystone Investment Advisors serves individual and high-net-worth clients, as well as trusts, estates, and other entities, providing investment management alongside financial planning services including retirement, tax, education, and estate planning. The firm employs a core-and-satellite investment approach using primarily passive index funds and ETFs, operates on a fee-only basis, and offers both ongoing asset management and limited-scope financial planning engagements.
Gregory B
Wexford, PA
Keystone Investment Advisors, LLC
Gregory Burd is a financial advisor at Keystone Investment Advisors, LLC with 22 years of industry experience. He has been with Keystone since 2009. Keystone serves individual and high-net-worth clients, as well as trusts, estates, and other entities, providing investment management alongside comprehensive financial planning services. The firm employs a core-and-satellite investment approach using passively managed index funds and ETFs, and offers fee-only, discretionary portfolio management with quarterly reviews.
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