John Routhier is a registered investment advisor at Focus Partners Wealth, LLC, based in North Andover, MA, with 15 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 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' fees for investment management are based on a percentage of the assets they manage for you. These fees are negotiable and can vary depending on factors like the amount you invest, the services you need, and where the client relationship originated. Clients typically pay a minimum fee of $5,000. For certain client relationships, a fixed fee rate is charged on a quarterly basis, in advance or in arrears, in place of the percentage of assets under management/advisement.
Location
231 Sutton Street, Suites 2A and 2B, North Andover, MA, 01845
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Focus Partners Wealth, LLC
Previous Registrations
Connectus Wealth
Pallas Capital Advisors, LLC
Goss Advisors
Triad Advisors LLCBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Funds Management, LLC
Wells Fargo Funds Distributor, LLCBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Edward Jones
Edward JonesBroker
State Registrations2 states
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