Curated Wealth Solutions provides ongoing portfolio management based on individual client goals and risk tolerance. They create investment policy statements and require authority to make trades without asking first. They also offer financial planning covering investments, insurance, taxes, retirement, education, and debt. Focus Partners Advisor Solutions provides support services to Curated Wealth Solutions.
Assets Under Management$34M
Clients43
Advisors1
Avg. per Client$790K
Avg. per Advisor$34M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.30% |
| $2.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.90% |
| $20M+ | 0.83% |
Fees are generally negotiable. FPAS charges an additional administrative fee of 0.30% for accounts managed through their Turnkey Asset Management Program.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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