Focused Alpha offers portfolio management, primarily on a discretionary basis, investing in stocks, ETFs, and bonds. They develop customized investment strategies based on client objectives and risk tolerance. Financial planning services are also available, either as part of investment management or as a standalone service, covering asset allocation, retirement planning, cash flow projections, and insurance planning. They also offer 401(k) plan services.
Assets Under Management$560M
Clients518
Advisors6
Avg. per Client$1.1M
Avg. per Advisor$94M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Focused Alpha offers investment management services through a wrap fee program, where brokerage commissions and transaction costs are included in the overall fee. The specific fee structure is detailed in the Focused Alpha, LLC Wrap Fee Program Brochure.
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