Focused Wealth Management, Inc.

Focused Wealth Management, Inc. is a registered investment adviser established in 2010 by Managing Director, Philip J. DeAngelo. The firm offers various advisory services to Individuals, Charities, Municipal Entities, Corporations, Trusts, Institutions, and more. Focused Wealth Management provides investment management services on a discretionary and non-discretionary basis, primarily allocating client assets among ETFs, individual equity securities, mutual funds, and bonds based on stated objectives. The firm also offers financial planning services, with fees negotiable based on complexity. Clients can opt for hourly or fixed fees for financial plans, consultations, or ongoing consultations. Focused Wealth Management acts as a fiduciary and offers services through the Financial Advisors Program and proprietary wrap fee programs. The firm's fee structure includes negotiated management fees, with a maximum of 2%, and additional charges for brokerage-related costs. Focused Wealth Management does not have any disciplinary history and does not vote on client securities. The firm exercises investment discretion with client accounts, subject to agreed-upon guidelines. Clients receive account statements from qualified custodians quarterly, and the firm does not have physical custody of client funds. Focused Wealth Management does not have financial impairments and has not filed for bankruptcy in the past ten years.