Focus Trustee offers customized wealth management and investment management services for individuals, trusts, and estates. Focus Trustee works closely with each client to understand their investment goals, risk tolerance, and financial situation in order to construct diversified portfolios primarily using exchange-traded funds and low-cost mutual funds, alongside individual stocks and bonds when appropriate. Focus Trustee also provides comprehensive financial planning as part of its wealth management services, covering areas such as retirement planning, personal savings, and education savings. Additionally, Focus Trustee can serve as a trustee for client accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiable at the sole discretion of the advisor. A separate fee schedule applies when the advisor serves as trustee, starting at 1.50% for the first $1,000,000.