Financial Focus manages investment portfolios and provides personalized financial planning and consulting for individuals, families, and businesses. Financial Focus offers comprehensive asset management using model portfolios as part of a bundled service that includes regular account reviews and financial planning. Clients can also access investment platforms with institutional strategists. Financial Focus helps clients evaluate their current financial situation, resources, goals, and risk tolerance to develop tailored investment and financial plans covering areas such as retirement, taxes, cash flow, investments, insurance, and estate planning. Financial Focus does not require a minimum account size to open an account.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.50% |
Fees for accounts over $1,000,000 are negotiable based on account size and complexity.