Focus Investment Advisors offers portfolio management and financial planning services tailored to each client's goals, risk tolerance, and time horizon. Services include investment strategy, asset allocation, and regular portfolio monitoring. Focus Investment Advisors may also recommend third-party money managers. Financial planning covers areas like retirement, insurance, tax, and college planning.
Assets Under Management$880M
Clients34
Advisors5
Avg. per Client$26M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.45% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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