Focused Capital Investment offers investment advice to individuals, high net worth individuals, and pension plans. They create custom investment strategies based on your goals, risk tolerance, and financial situation. They primarily invest in diversified mutual funds and exchange-traded funds (ETFs), but may also use individual stocks, bonds, and limited partnerships. Financial planning is provided to certain clients at no additional cost.
Assets Under Management$6M
Clients43
Advisors1
Avg. per Client$140K
Avg. per Advisor$6M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 0.95% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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