Focus 50 Wealth Management offers personalized portfolio management and financial planning services to individuals, high-net-worth individuals, and charitable organizations. The firm builds customized investment strategies based on each client's specific goals, risk tolerance, and time horizon, utilizing a mix of exchange-traded funds, mutual funds, individual bonds, real estate funds, and other securities. Focus 50 Wealth Management operates with the authority to make trades on your behalf without asking first, and tailors its services according to an individualized investment policy statement created for every client.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.60% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.40% |
| $3M+ | 0.25% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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