Focus Advisory provides investment management services to individual clients. The firm uses both fundamental and technical analysis to guide its decision-making process. Focus Advisory invests client assets in equities, fixed income, mutual funds, exchange-traded funds, and other securities. Investment management services are tailored to the individual needs of clients, who can impose restrictions on investments.
Assets Under Management$33M
Clients22
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$33M
Fee Structure
Investment management only (planning not offered)
Focus Advisory charges a quarterly fee for managing your investments, typically 1% of the value of your investments annually. However, the firm may negotiate fees, with the current range being 0.65% to 2.0%. Fees are deducted directly from your account.
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