Focus YouNiversity provides ongoing portfolio management based on your individual goals and risk tolerance. They create a plan to help select a portfolio that matches your specific situation. They also offer financial planning, but only if you also agree to have them manage your investments. The firm analyzes your financial situation to develop a financial life plan.
Assets Under Management$62M
Clients74
Advisors1
Avg. per Client$840K
Avg. per Advisor$62M
Fee Structure
Minimum Investment:$500K
Planning is charged separately
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.05% |
| $2.0M - $3.0M | 0.95% |
| $3M+ | 0.95% |
Fees are negotiable above $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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