Focus 401 (k) Group, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Focus 401(k) Group offers consulting and advisory services to retirement plans, acting as either a limited scope 3(21) fiduciary, advising plan sponsors on investment decisions, or as a 3(38) investment manager, taking discretionary control of plan assets. Services include preparing investment policy statements, recommending specific investments, monitoring investment options, assisting with identifying qualified default investment alternatives, and preparing performance reports. They also assist with plan administration, participant enrollment, education, and fee analysis.

Assets Under Management$170M
Clients27
Advisors2
Avg. per Client$6.3M
Avg. per Advisor$85M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2 Advisors at this firm