ProFocus Incorporated offers investment and financial planning services. ProFocus manages portfolios based on client objectives, using a tactical allocation strategy to reduce risk and increase performance. They may use various securities, including dividend-paying stocks, exchange-traded funds, and corporate debt. ProFocus also provides financial planning and business management services, including investment strategies and advice. They tailor their services to individual client needs and may provide general non-securities advice on business planning and structuring.
Fee Structure
ProFocus charges an annual management fee based on the value of your portfolio, ranging from 0.5% to 2.0% per year, depending on the investment strategy and account size. For trusts other than living trusts, the minimum fee is 2.0% per year. If you have more than $250,000 managed by ProFocus, you get financial planning with up to two meetings per year included. If you have less than $250,000 managed by ProFocus, any financial planning services will be billed at an hourly rate in addition to the asset management fee. The minimum fee for asset management is $175 per quarter. These fees may be negotiable.