Focused Finances, LLC provides financial planning and investment management services. They create customized financial plans covering retirement, education savings, investments, estate and tax planning, and insurance. Investment management is available only to clients who also have a financial plan and subscription. Focused Finances uses mutual funds, ETFs, and individual bonds in client portfolios.
Assets Under Management$68M
Clients68
Advisors1
Avg. per Client$1M
Avg. per Advisor$68M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.60% |
| $3M+ | 0.30% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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