Focus Partners offers investment management, financial counseling, family office services, and employee benefit retirement plan services to individuals, families, and institutions. Investment management is customized based on client needs, including risk tolerance and return requirements. Focus Partners also provides investment consulting services for assets not managed by the firm, as well as tax planning, tax preparation, and business solutions.
Fee Structure
Focus Partners' fees for investment management are based on a percentage of the assets they manage for you. These fees are negotiable and can vary depending on factors like the amount you invest, the services you need, and where the client relationship originated. Clients typically pay a minimum fee of $5,000. For certain client relationships, a fixed fee rate is charged on a quarterly basis, in advance or in arrears, in place of the percentage of assets under management/advisement.
