FOCUS Wealth Advisors offers portfolio management tailored to individual client goals and risk tolerance. They also provide wealth planning services, including investment planning and legacy planning. FOCUS Wealth Advisors creates custom wealth, investment, and legacy plans to meet client needs. They also offer pension consulting services to employee benefit plans.
Assets Under Management$270M
Clients107
Advisors1
Avg. per Client$2.6M
Avg. per Advisor$270M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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