Focused Up Financial (FUF) provides financial planning services to individuals and families. FUF offers ongoing financial advising, portfolio management through sub-advisors, financial reviews, educational seminars, and fractional CFO services. FUF integrates tax, estate planning, risk management, retirement planning, and business development services into its planning work. FUF does not sell insurance or investment products and does not accept commissions.
Assets Under Management$13M
Clients26
Advisors1
Avg. per Client$480K
Avg. per Advisor$13M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $6.0M | 0.80% |
| $6.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Clients will incur an additional fee from the Sub Advisor for investment management services. For accounts with less than $1,000,000 the fee will exceed the above stated fee unless otherwise negotiated by FUF.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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