Focused Wealth Management (FWM) offers investment management services, including managing client portfolios using ETFs, individual equities, mutual funds, and bonds. FWM also offers financial planning services, including retirement, estate, insurance, and education planning. Fees for financial plans can be hourly or fixed. FWM also provides consultations on various financial topics.
Assets Under Management$1.9B
Clients2,117
Advisors10
Avg. per Client$890K
Avg. per Advisor$190M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.40% |
| $250K - $500K | 1.30% |
| $500K - $750K | 1.20% |
| $750K - $1000K | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $6.0M | 0.80% |
| $6.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.35% |
Fees may be negotiable at the discretion of the firm. Schedule is for Equities. For CD's, Bonds, and Treasury Ladders: $0-$4,999,999: 0.50%, $5,000,000-$9,999,999: 0.40%, $10,000,000+: 0.30%
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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