Focus Wealth Advisors offers hourly consultations, financial plans, and manages investment portfolios. Financial plans cover cash flow, tax, education, retirement, and estate goals. Investment portfolios are managed based on individual goals and risk tolerance, using Modern Portfolio Theory. The firm has the authority to make investment decisions for clients.
Assets Under Management$17M
Clients98
Advisors2
Avg. per Client$180K
Avg. per Advisor$8.7M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.40% |
| $50K - $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.5M | 0.50% |
| $2.5M+ | 0.35% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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