Client Focused Financial offers ongoing investment management based on your financial situation and goals. They also provide financial planning services, including written plans and consultations on various financial topics. You are responsible for deciding whether to implement their recommendations. They may use sub-advisors to manage a portion of your account.
Assets Under Management$70M
Clients262
Advisors1
Avg. per Client$270K
Avg. per Advisor$70M
www.clientfocusedfin.com ·www.facebook.com/clientfocusedfinancial ·www.linkedin.com/company/client-focused-financial
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| $0K - $250K | 1.60% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.20% |
| $750K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees are negotiable based on the type of client, complexity, account composition, potential for additional deposits, relationship with the advisor, and total assets managed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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