Focuspoint Solutions, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

FocusPoint Solutions (FPS) offers turnkey management services and business solutions to registered investment advisory firms (RIA Firms). FPS provides asset allocation and model implementation as directed by their RIA Firm clients. FPS supports RIA Firms in building and operating an efficient business, including initial account setup, distributions, reconciliation, and trading. FPS does not directly provide advisory services to individual clients.

Assets Under Management$6.8B
Clients13,288
AdvisorsN/A
Avg. per Client$510K
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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