Focus Partners Wealth, LLC
Assets Under Management
$95.9B
Number of Clients
34,999
Number of Advisors
823
Average Client AUM
$2.7M
AUM per Advisor
$116.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Focus Partners provides wealth advisory services to individuals, families, retirement plans, institutions, and businesses. Services include investment management, financial counseling, family office services, and employee benefit retirement plan services. Also offers investment consulting, tax planning, business solutions, and cash management services.
Fee Structure
Financial Planning:Included in AUM fee
This firm does not provide a fixed AUM fee schedule. Fees are likely negotiable. Contact the firm directly for specific fee information.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingCharitable Giving
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Location
One Boston Place, 11th Floor, 201 Washington Street, Boston, MA, 02108
823 Advisors at this firm
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