Focus Investment Advisors provides tailored asset management services to individuals, corporations, and charitable organizations. They work with both high net worth and other individuals. Focus determines an asset allocation based on your financial goals, risk tolerance, and objectives. They may recommend third-party money managers and monitor their performance.
Assets Under Management$31M
Clients20
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Focus Investment Advisors manages your investments for a fee based on a percentage of your assets. The annual fee ranges from 0.30% to 2.00% for discretionary accounts and 0.10% to 2.00% for non-discretionary accounts. The exact fee is negotiable. This fee covers all assets, including cash. They may also recommend third-party money managers, whose fees are separate.
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