Income Focus Advisors provides discretionary investment management services tailored to individual goals, risk tolerance, and time horizons. The firm combines active management—with a particular emphasis on closed-end funds and income-producing securities—with passive index funds and exchange-traded funds to build diversified portfolios. Income Focus Advisors specializes in working with individuals and high net worth clients seeking ongoing portfolio income and capital appreciation. In addition to investment management, the firm's owner operates as an independent insurance agent, offering insurance products for separate commissions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual fee of 1.25% is negotiable based on criteria such as account size, asset type, and relationship history.