Focused Mission Financial (FMF) provides investment management and financial planning services. FMF develops investment plans based on clients' goals and risk tolerance, primarily advising on stocks, bonds, mutual funds, and ETFs. FMF also offers financial planning services covering areas like cash flow, college savings, estate planning, insurance, retirement planning, and tax strategies. FMF may recommend outside investment managers and speaking engagements for groups seeking general financial advice.
Assets Under Management$65M
Clients50
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$65M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $10.0M | 0.40% |
| $10M+ | 0.20% |
If FMF uses an outside manager, the above fee schedule does not include the outside manager's fee, but the combined fee will not exceed 2% of assets under management. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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