Mary Focht is a CFP-designated registered investment advisor at Viable, based in Malvern, PA. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 150 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Viable may charge a higher or lower investment management fee based upon certain criteria, e.g., anticipated future assets placed under management, amount of assets to be managed, additional services provided, related accounts, account composition, or as negotiated by the client.
Fee Estimator
Location
Malvern, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Viable
State Registrations1 state
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