Focus Partners Advisor Solutions, LLC
Assets Under Management
$29.9B
Number of Clients
33,329
Number of Advisors
44
Average Client AUM
$896K
AUM per Advisor
$678.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
FPAS offers turnkey asset management, fixed income sub-advisory, and retirement plan services. They assist independent advisors with portfolio management, access to investment options, and administrative support. FPAS educates advisors on Modern Portfolio Theory and provides model portfolios. They also offer 3(38) investment management services to retirement plans.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.65% |
| $500K - $1.0M | 0.35% |
| $1.0M - $5.0M | 0.25% |
| $5M+ | 0.20% |
Fees shown are the highest levels charged by FPAS and can be negotiated. Higher fees may be charged when there is client request for additional service above our standard service offering.
Fee Estimator
FPAS charges fees for turnkey asset management services, which are negotiated by the client's investment advisor or contracted directly with the client. The standard fee schedule ranges from 0.65% on the first $500,000 to 0.20% on amounts above $5,000,000, paid quarterly. Fees may be negotiable. Additional fees may apply for accounts requiring unusual servicing efforts or for held-away accounts. Retirement plan services have a separate fee schedule.
Areas of Practice
Location
190 Carondelet Plaza, Suite 600, St. Louis, MO, 63105