Focus Financial Network provides personalized investment management and financial planning services to individuals, families, and businesses. Advisors build customized investment strategies based on your specific financial situation, goals, and risk tolerance. The firm offers both discretionary management, where they make trades on your behalf without prior approval, and non-discretionary management, where they require your approval before executing trades. In addition to portfolio management, Focus Financial Network offers retirement plan consulting for employers and comprehensive financial planning covering areas such as asset allocation, tax planning illustrations, estate planning, employee benefits, cash flow analysis, and insurance advice. The firm operates through a network of affiliated investment advisor representatives who utilize various custodians, including Charles Schwab, Pershing, and Osaic Wealth.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisors may use flat fee percentages, fixed dollar fees, linear schedules, or tiered schedules. Fees are negotiable and depend on the account size, complexity, and investment types. Maximum stated rate for general tiers is typically up to 1.00%.