Income Focus Portfolio Management

Fee-Only (% of Portfolio)

Income Focus Portfolio Management manages investments for individuals, trusts, pension plans, non-profits, and corporations. Income Focus primarily invests in municipal bonds, corporate bonds, US Treasury and Agency securities, and dividend-paying stocks. The firm aims to generate income and protect the value of client portfolios. Taxable clients can request their state of residence be considered when selecting bonds. Clients can also set maximum maturities for bonds. Income Focus does not verify client-provided information and relies on its accuracy.

Assets Under Management$360M
Clients306
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$120M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.36%
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

3 Advisors at this firm

Income Focus Portfolio Management | TrueAdvisor