Assets Under Management
$6.3B
Number of Clients
14,027
Number of Advisors
116
Average Client AUM
$446K
AUM per Advisor
$54.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Focus Financial Network offers personalized managed account services, retirement plan consulting, and financial planning. Advisory accounts are managed by Investment Advisory Representatives affiliated with FFN, tailored to individual needs and investor profiles. Services are offered on both discretionary and non-discretionary bases.
Fees for managed accounts are typically charged quarterly, in advance, based on portfolio value. Fees are negotiable and depend on the service, account size, and complexity. Billing methods include flat, linear, and tiered fee schedules. Financial planning fees range from $250 to $5,000 (fixed), $50 to $500 per hour, or $100 to $20,000 annually. Other fees, such as brokerage commissions and fund expenses, may apply.
1300 Godward Street Ne, Suite 5500, Minneapolis, MN, 55413