Key Focus Wealth offers investment management services where they manage your investments based on your goals and risk tolerance. They also offer ERISA plan services to retirement plans, helping plan sponsors with investment decisions. Additionally, Key Focus Wealth provides financial planning and consulting services, including one-time comprehensive plans, one-time financial consulting, and ongoing financial consulting.
Assets Under Management$36M
Clients37
Advisors1
Avg. per Client$980K
Avg. per Advisor$36M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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