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

About This Firm

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.

Fee Structure

Financial Plan Fee:$250 - $5,000
Hourly Rate:$50 - $500/hr

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.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
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Location

1300 Godward Street Ne, Suite 5500, Minneapolis, MN, 55413

116 Advisors at this firm

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