Focus Investments, LLC offers investment advisory services where they make investment decisions for you. Focus primarily invests in corporate securities like stocks, bonds, and mutual funds, using fundamental and economic analysis. Focus does not participate in wrap fee programs.
Assets Under Management$3.5M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$3.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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