| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.35% |
This fee schedule applies to balanced portfolios above $400,000 under the Focus Partners Advisor Solutions Program. Certain clients may be grandfathered under different fee schedules.
3051 Hollis Drive, 3rd Floor, Springfield, IL, 62704
Get directionsNo 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 →Laura is a Director at Sikich LLP, dedicating nearly full-time hours to the role. She also serves as a trustee or board member for several foundations and organizations, including the Mary S. and David C. Corbin Foundation, Akron Community Foundation, Lafayette College Committee on Financial Policy, and GAR Foundation, spending minimal time on each and receiving some compensation for a few of them.