Whitney Spencer is a CFP-designated registered investment advisor at Focus Partners Wealth, LLC, based in Denver, CO, with 8 years of industry experience. Whitney 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
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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
3733 Lipan St., Denver, CO, 80211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Focus Partners Wealth, LLC
Previous Registrations
Northcoast Asset Management LLC
Kovitz Investment Group Partners, LLC
Relative Value Partners, LLC
Brownson, Rehmus & Foxworth, INC.
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.
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