Focal Point Financial Planning provides financial planning and investment management services. They work with clients to develop and implement financial plans based on their goals. Services include investment management, ongoing financial planning, and project-based financial planning covering retirement, risk management, college savings, and more. They primarily advise on stocks, bonds, mutual funds, and ETFs.
Assets Under Management$17M
Clients27
Advisors1
Avg. per Client$640K
Avg. per Advisor$17M
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Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $3.0M | 1.00% |
| $3M+ | 0.50% |
Fees are negotiable and depend on the client's needs and complexity.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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