Financial Focus LLC offers investment advisory services including asset management and financial planning. For asset management, Financial Focus may use the AssetMark Platform. Financial planning covers personal finances, taxes, investments, insurance, retirement, and estate planning. Financial Focus also provides general advice on tax, budgetary, estate, and business planning.
Assets Under Management$800M
Clients584
Advisors5
Avg. per Client$1.4M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.50% |
Fees are negotiable for accounts over $1,000,000. Fees for accounts under $1,000,000 are typically charged 1.5%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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