Focus Financial Network (FFN) offers personalized investment management and financial planning services tailored to individual needs. FFN's advisors gather information about your financial situation, investment objectives, and risk tolerance to construct a customized investment strategy. Services are provided on either a discretionary or non-discretionary basis. FFN also offers retirement plan consulting services to employer-sponsored plans and financial planning services covering various aspects of personal finance. FFN may recommend third-party investment advisors or platforms, and may also recommend other professionals for implementing planning recommendations.
Fee Structure
Focus Financial Network offers personalized investment management services where advisors manage your investments based on your individual needs. Fees are typically charged quarterly, in advance, based on the value of your portfolio. The fee percentage is determined by your advisor and depends on factors like the type of service, account size, and complexity. FFN offers flat, linear, and tiered fee schedules. With a flat fee, your entire portfolio is billed at one percentage rate. With a linear fee schedule, the fee percentage decreases at intervals as your account value grows, and the resulting fee percentage is applied to the entire balance. With a tiered fee schedule, the asset values fall within separate tiers, and the corresponding decreasing percentage is applied to each tier.