Focus Advisor Solutions provides turnkey asset management services, portfolio management tools, administrative support, and sub-advisory services to independent registered investment advisors across the country. Focus Advisor Solutions also offers fixed income management, retirement plan solutions, and model portfolios built using mutual funds and exchange-traded funds. The firm operates as part of the Focus Financial Partners network and offers its services to support financial advisors in managing client accounts and retirement plans.
Assets Under Management$41B
Clients35,101
Advisors43
Avg. per Client$1.2M
Avg. per Advisor$960M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.65% |
| $500K - $1.0M | 0.35% |
| $1.0M - $5.0M | 0.25% |
| $5M+ | 0.20% |
Fees are negotiable. Independent investment advisors may also charge separate advisory fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
43 Advisors at this firm
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