Focus Trustee provides wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, and businesses. Focus Trustee creates customized investment portfolios using exchange-traded funds, mutual funds, and individual stocks and bonds. Focus Trustee also offers financial planning services in areas such as retirement planning, personal savings, and education savings.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
These fees apply when Focus Trustee does not serve as trustee. When Focus Trustee serves as trustee, the fee schedule is: First $1,000,000: 1.50%; Next $2,000,000 (Up to $3,000,000): 1.25%; Next $7,000,000 (Up to $10,000,000): 1.00%; Over $10,000,001: 0.50%. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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