Focal Point Financial Group (FPFG) manages investment portfolios and offers financial planning on topics like retirement, risk management, college savings, and estate planning. FPFG offers wealth management services that combine investment management and financial planning. They primarily advise on stocks, bonds, mutual funds, and ETFs. Clients grant FPFG authority to buy and sell securities on a discretionary basis.
Assets Under Management$15M
Clients68
Advisors1
Avg. per Client$220K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
Fees are negotiable. Lower fees apply when subscribing to ongoing financial planning: $0 - $1,000,000: 0.70%, $1,000,001 - $3,000,000: 0.60%, $3,000,001 and Above: 0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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