Focused Alpha, LLC provides portfolio management and financial planning services primarily to individuals, high net worth individuals, trusts, and retirement plans. Focused Alpha manages investment portfolios on a discretionary basis, meaning they make trades on your behalf based on your goals and risk tolerance, investing in stocks, exchange-traded funds, bonds, and options. The firm also offers financial planning as part of its investment management services or as a standalone service, covering retirement planning, asset allocation, cash flow projections, tax strategies, and estate planning. Focused Alpha operates exclusively through a bundled fee program where brokerage commissions and trading costs are included in the advisory fee. The firm may also recommend third-party money managers or sub-advisers to manage a portion of your portfolio through platforms like Fidelity. Focused Alpha specializes in building customized portfolios with an emphasis on risk management and behavioral finance to help clients avoid emotional investing mistakes.
Fee Structure
Focused Alpha offers its investment management services exclusively through a bundled fee program where investment advice and trading costs are combined into a single fee. Because Focused Alpha's brochure does not disclose a specific percentage fee schedule or tiered rates for portfolio management, you will need to contact the firm directly to discuss their specific fee rates. The firm generally requires a minimum account size of $250,000, though this minimum may be waived at their discretion.