Focus Planning Group provides financial planning and investment consultation services to individuals, high net worth individuals, and small businesses. Services include cash flow analysis, debt management, risk management, employee benefits review, retirement planning, college funding, tax strategies, estate planning, divorce planning, business consultation, and investment consultation. Focus Planning Group also offers portfolio management services.
Assets Under Management$36M
Clients84
Advisors1
Avg. per Client$420K
Avg. per Advisor$36M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $4.0M | 0.65% |
| $4.0M - $5.0M | 0.55% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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