Focus Partners Wealth, LLC
Assets Under Management
$95.9B
Number of Clients
34,999
Number of Advisors
823
Average Client AUM
$2.7M
AUM per Advisor
$116.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Focus Partners provides investment management, financial counseling, and family office services to individuals, families, qualified retirement plans, institutions, and businesses. They also offer investment consulting, tax planning, business solutions, and sub-advisory services. Their investment philosophy is long-term, focusing on tax and fee sensitivity, with customized strategies based on client needs.
Fee Structure
Minimum Annual Fee:$5,000
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
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Location
One Boston Place, 11th Floor, 201 Washington Street, Boston, MA, 02108
823 Advisors at this firm
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