Focus Quantitative Methods, Inc. offers portfolio management and pension consulting services exclusively to Focus Investment Advisors, Inc. (FIA). For FIA clients, Focus Quantitative Methods creates investment policy statements based on their goals, risk tolerance, and time horizon, and constructs portfolios to match. The firm also provides pension consulting services to FIA, including identifying investment objectives, recommending money managers, and monitoring performance. Focus Quantitative Methods generally limits its investment advice to mutual funds and ETFs.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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