Wayne Zussman is a CFP-designated registered investment advisor at Focus Partners Wealth, LLC, based in Centreville, MD, with 24 years of industry experience. Wayne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 14 more. Their firm serves 62,466 clients with $180B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Focus Partners charges an annual fee based on a percentage of your portfolio value, generally up to 1.25%, with a minimum annual fee of $5,000. Fees are typically billed quarterly in advance and vary depending on the amount of assets managed, the scope of services, and the specific relationship history. In addition to the main management fee, certain specialized strategies carry additional charges: the Options Income Overlay and Index Income Overlay strategies charge an annual fee of 0.75% on the notional value target, and the TrendWise strategy charges an additional 0.25% per year over the standard management rate.
Location
2977 4-H Park Road, Suite 101, Centreville, MD, 21617
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Wayne owns rental real estate since 1986, compensated by rents, and spends minimal time on it. He also runs Zussman Photography since 2017, selling artwork and dedicating about 10-20% of his time to it.
Employment History
Current Registrations
Focus Partners Wealth, LLC
Previous Registrations
Bridgewater Wealth & Financial Management, LLC
Triton Wealth Management
Medallion Advisory Services, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.