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Here, we dive a bit deeper into the advantages and drawbacks of Focus Partners Wealth. ",[1004],{"type":129,"attrs":1005},{"color":773},{"type":18,"attrs":1007,"content":1008},{"textAlign":34},[1009],{"text":1010,"type":22,"marks":1011},"Pros of Focus Partners Wealth:",[1012,1014],{"type":129,"attrs":1013},{"color":773},{"type":38},{"type":882,"content":1016},[1017,1033,1049,1065,1081,1097],{"type":885,"content":1018},[1019],{"type":18,"attrs":1020,"content":1021},{"textAlign":34},[1022,1028],{"text":1023,"type":22,"marks":1024},"Planning and portfolio management in one relationship: ",[1025,1027],{"type":129,"attrs":1026},{"color":773},{"type":38},{"text":1029,"type":22,"marks":1030},"The service combines wealth management with investment management, including discretionary portfolio management for client accounts. ",[1031],{"type":129,"attrs":1032},{"color":773},{"type":885,"content":1034},[1035],{"type":18,"attrs":1036,"content":1037},{"textAlign":34},[1038,1044],{"text":1039,"type":22,"marks":1040},"Comprehensive wealth-planning scope: ",[1041,1043],{"type":129,"attrs":1042},{"color":773},{"type":38},{"text":1045,"type":22,"marks":1046},"The wealth management service is structured around a wide range of planning areas, including net worth development, investment planning, legacy planning, philanthropic planning, tax planning, education planning, retirement planning, health & insurance planning, and life planning. ",[1047],{"type":129,"attrs":1048},{"color":773},{"type":885,"content":1050},[1051],{"type":18,"attrs":1052,"content":1053},{"textAlign":34},[1054,1060],{"text":1055,"type":22,"marks":1056},"Specialized planning support: ",[1057,1059],{"type":129,"attrs":1058},{"color":773},{"type":38},{"text":1061,"type":22,"marks":1062},"In addition to general wealth management, the website highlights specialty solutions in areas such as divorce planning, LGBTQ financial planning (including for single, married, and unmarried clients), and a women-focused planning approach (Her Wealth®). ",[1063],{"type":129,"attrs":1064},{"color":773},{"type":885,"content":1066},[1067],{"type":18,"attrs":1068,"content":1069},{"textAlign":34},[1070,1076],{"text":1071,"type":22,"marks":1072},"Broad toolkit for portfolio construction: ",[1073,1075],{"type":129,"attrs":1074},{"color":773},{"type":38},{"text":1077,"type":22,"marks":1078},"Portfolios can include equity and fixed income strategies, mutual funds and ETFs, alternative investments, and sub-advised solutions. This is useful for clients who prefer a managed portfolio that can draw on multiple investment types and managers. ",[1079],{"type":129,"attrs":1080},{"color":773},{"type":885,"content":1082},[1083],{"type":18,"attrs":1084,"content":1085},{"textAlign":34},[1086,1092],{"text":1087,"type":22,"marks":1088},"Client-tailored portfolio design: ",[1089,1091],{"type":129,"attrs":1090},{"color":773},{"type":38},{"text":1093,"type":22,"marks":1094},"Investment management is built around the client’s objectives, risk tolerance, time horizon, and tax considerations, and discretionary accounts can incorporate reasonable client restrictions. ",[1095],{"type":129,"attrs":1096},{"color":773},{"type":885,"content":1098},[1099],{"type":18,"attrs":1100,"content":1101},{"textAlign":34},[1102,1108],{"text":1103,"type":22,"marks":1104},"Ongoing monitoring and periodic reporting: ",[1105,1107],{"type":129,"attrs":1106},{"color":773},{"type":38},{"text":1109,"type":22,"marks":1110},"The firm continuously monitors portfolios and provides quarterly reports on activity, balances, and performance.",[1111],{"type":129,"attrs":1112},{"color":773},{"type":18,"attrs":1114,"content":1115},{"textAlign":34},[1116],{"text":1117,"type":22,"marks":1118},"Cons of Focus Partners Wealth:",[1119,1121],{"type":129,"attrs":1120},{"color":773},{"type":38},{"type":882,"content":1123},[1124,1140,1172],{"type":885,"content":1125},[1126],{"type":18,"attrs":1127,"content":1128},{"textAlign":34},[1129,1135],{"text":1130,"type":22,"marks":1131},"Total costs may be layered beyond the advisory fee:",[1132,1134],{"type":129,"attrs":1133},{"color":773},{"type":38},{"text":1136,"type":22,"marks":1137}," In addition to the advisory fee, clients may pay custodian charges and embedded expenses for products such as mutual funds/ETFs, private investments, and separate account solutions. ",[1138],{"type":129,"attrs":1139},{"color":773},{"type":885,"content":1141},[1142],{"type":18,"attrs":1143,"content":1144},{"textAlign":34},[1145,1151,1156,1167],{"text":1146,"type":22,"marks":1147},"Conflicts of interest exist in common advisory arrangements: ",[1148,1150],{"type":129,"attrs":1149},{"color":773},{"type":38},{"text":1152,"type":22,"marks":1153},"The ",[1154],{"type":129,"attrs":1155},{"color":773},{"text":1157,"type":22,"marks":1158},"official disclosures",[1159,1162,1165],{"type":31,"attrs":1160},{"href":1161,"uuid":34,"anchor":34,"target":34,"linktype":36},"https://focus-financial.files.svdcdn.com/production/documents/Form-CRS-04.22.25.pdf?dm=1745875349",{"type":129,"attrs":1163},{"color":1164},"#1155CC",{"type":1166},"underline",{"text":1168,"type":22,"marks":1169}," describe examples involving custodian-related benefits (including soft dollars and client referrals), solicitor referral compensation, incentives related to billing on margin assets, and sponsor support for industry conferences.",[1170],{"type":129,"attrs":1171},{"color":773},{"type":885,"content":1173},[1174],{"type":18,"attrs":1175,"content":1176},{"textAlign":34},[1177,1183],{"text":1178,"type":22,"marks":1179},"No minimum does not mean no baseline cost: ",[1180,1182],{"type":129,"attrs":1181},{"color":773},{"type":38},{"text":1184,"type":22,"marks":1185},"While the firm generally does not impose a minimum account size for investment management services, clients engaging in Focus Partners for investment management are typically subject to a minimum annual fee of $5,000, which can function as a practical entry threshold.",[1186],{"type":129,"attrs":1187},{"color":773},{"type":764,"attrs":1189,"content":1190},{"level":766,"textAlign":34},[1191],{"text":1192,"type":22,"marks":1193},"Focus Partners Wealth fees: How much does Focus Partners Wealth cost?",[1194,1196],{"type":129,"attrs":1195},{"color":773},{"type":38},{"type":18,"attrs":1198,"content":1199},{"textAlign":34},[1200],{"text":1201,"type":22,"marks":1202},"Here is a breakdown of the fees and fee structures for Focus Partners Wealth.",[1203],{"type":129,"attrs":1204},{"color":773},{"type":18,"attrs":1206,"content":1207},{"textAlign":34},[1208],{"text":1209,"type":22,"marks":1210},"Core wealth management fees:",[1211,1213],{"type":129,"attrs":1212},{"color":773},{"type":38},{"type":882,"content":1215},[1216,1232],{"type":885,"content":1217},[1218],{"type":18,"attrs":1219,"content":1220},{"textAlign":34},[1221,1227],{"text":1222,"type":22,"marks":1223},"Investment management fee: ",[1224,1226],{"type":129,"attrs":1225},{"color":773},{"type":38},{"text":1228,"type":22,"marks":1229},"Generally charged as a percentage of assets under management (AUM), up to 1.25% annually, with actual rates negotiated based on factors such as portfolio size, scope of services, relationship history, and complexity of the engagement.",[1230],{"type":129,"attrs":1231},{"color":773},{"type":885,"content":1233},[1234],{"type":18,"attrs":1235,"content":1236},{"textAlign":34},[1237,1243],{"text":1238,"type":22,"marks":1239},"Billing method: ",[1240,1242],{"type":129,"attrs":1241},{"color":773},{"type":38},{"text":1244,"type":22,"marks":1245},"Advisory fees are typically billed quarterly, in advance or in arrears, depending on the client agreement, and deducted directly from managed accounts.",[1246],{"type":129,"attrs":1247},{"color":773},{"type":18,"attrs":1249,"content":1250},{"textAlign":34},[1251],{"text":1252,"type":22,"marks":1253},"Add-on and separately priced services:",[1254,1256],{"type":129,"attrs":1255},{"color":773},{"type":38},{"type":18,"attrs":1258,"content":1259},{"textAlign":34},[1260],{"text":1261,"type":22,"marks":1262},"In addition to core portfolio management, Focus Partners offers a range of planning and advisory services that are priced separately and engaged only as needed:",[1263],{"type":129,"attrs":1264},{"color":773},"article-rich-text",{"_uid":1267,"caption":12,"content":1268,"component":1286,"show_search":543,"paste_content":1287,"number_of_rows":1339,"show_pagination":543,"hide_heading_row":543,"search_placeholder":12,"first_col_to_headings":543},"6ab55601-24eb-4d3b-8006-fed84086881e",{"tbody":1269,"thead":1279,"fieldtype":1285},[1270],{"_uid":1271,"body":1272,"component":1278},"79a46a32-fb2d-4c0f-bf91-7b7855652307",[1273,1276],{"_uid":1274,"value":12,"component":1275},"ad677ad3-1664-41e7-8a45-4566c035b6f4","_table_col",{"_uid":1277,"value":12,"component":1275},"f52410db-dc0f-4eee-9cd7-6405fbc0fa0e","_table_row",[1280,1283],{"_uid":1281,"value":12,"component":1282},"34f9aeb2-f544-4eb4-8a48-1c8961ef48b8","_table_head",{"_uid":1284,"value":12,"component":1282},"9940c0e4-2d6b-4df2-b882-c089e2b40891","table","article-table",{"type":15,"content":1288},[1289,1294,1299,1304,1309,1314,1319,1324,1329,1334],{"type":18,"attrs":1290,"content":1291},{"textAlign":34},[1292],{"text":1293,"type":22},"Service category\tHow fees are charged\tPricing",{"type":18,"attrs":1295,"content":1296},{"textAlign":34},[1297],{"text":1298,"type":22},"Financial counseling & consulting\tFixed fee / hourly / asset-based\tFixed annual fee (billed quarterly), hourly billing, or 0.10%–0.25% per year",{"type":18,"attrs":1300,"content":1301},{"textAlign":34},[1302],{"text":1303,"type":22},"Family office services\tFixed annual fee or hourly\t$95–$275 per hour",{"type":18,"attrs":1305,"content":1306},{"textAlign":34},[1307],{"text":1308,"type":22},"Aging life care planning\tUpfront + hourly\t$1,500 upfront; $250 per hour",{"type":18,"attrs":1310,"content":1311},{"textAlign":34},[1312],{"text":1313,"type":22},"Practice integrated wealth management\tFixed monthly fee (prepaid)\t$150–$825",{"type":18,"attrs":1315,"content":1316},{"textAlign":34},[1317],{"text":1318,"type":22},"Family budget services\tFixed monthly fee\t$3,000–$6,000 per month",{"type":18,"attrs":1320,"content":1321},{"textAlign":34},[1322],{"text":1323,"type":22},"Business solutions services\tFixed project fee\t$5,000–$50,000",{"type":18,"attrs":1325,"content":1326},{"textAlign":34},[1327],{"text":1328,"type":22},"Business management services\tHourly\t$80–$375 per hour",{"type":18,"attrs":1330,"content":1331},{"textAlign":34},[1332],{"text":1333,"type":22},"Dispute resolution services\tHourly\t$300 per hour; $250 per hour",{"type":18,"attrs":1335,"content":1336},{"textAlign":34},[1337],{"text":1338,"type":22},"Optional investment strategies\tAdditional asset-based fee\tOptions Income Overlay (OIO): 0.75% annually                          TrendWise:  +0.20%annually                                   ","10",{"_uid":1341,"data":1342,"component":1265},"e60b90cd-b714-4e03-9c31-4af73561ff30",{"type":15,"content":1343},[1344,1353,1361,1413,1422,1430,1438],{"type":18,"attrs":1345,"content":1346},{"textAlign":34},[1347],{"text":1348,"type":22,"marks":1349},"Other fees and expenses：",[1350,1352],{"type":129,"attrs":1351},{"color":773},{"type":38},{"type":18,"attrs":1354,"content":1355},{"textAlign":34},[1356],{"text":1357,"type":22,"marks":1358},"In addition to Focus Partners’ advisory and planning fees, clients may incur other costs depending on account structure and investment implementation, such as:",[1359],{"type":129,"attrs":1360},{"color":773},{"type":882,"content":1362},[1363,1373,1383,1393,1403],{"type":885,"content":1364},[1365],{"type":18,"attrs":1366,"content":1367},{"textAlign":34},[1368],{"text":1369,"type":22,"marks":1370},"Custodial and brokerage fees charged by the client’s custodian or broker.",[1371],{"type":129,"attrs":1372},{"color":773},{"type":885,"content":1374},[1375],{"type":18,"attrs":1376,"content":1377},{"textAlign":34},[1378],{"text":1379,"type":22,"marks":1380},"Internal expenses or management fees of investment products such as mutual funds, ETFs, or private funds.",[1381],{"type":129,"attrs":1382},{"color":773},{"type":885,"content":1384},[1385],{"type":18,"attrs":1386,"content":1387},{"textAlign":34},[1388],{"text":1389,"type":22,"marks":1390},"Separate account manager (SAM) fees",[1391],{"type":129,"attrs":1392},{"color":773},{"type":885,"content":1394},[1395],{"type":18,"attrs":1396,"content":1397},{"textAlign":34},[1398],{"text":1399,"type":22,"marks":1400},"Wrap program fees for certain legacy client arrangements.",[1401],{"type":129,"attrs":1402},{"color":773},{"type":885,"content":1404},[1405],{"type":18,"attrs":1406,"content":1407},{"textAlign":34},[1408],{"text":1409,"type":22,"marks":1410},"Indirect costs related to affiliated or unaffiliated private funds, lending, cash management, or insurance solutions.",[1411],{"type":129,"attrs":1412},{"color":773},{"type":764,"attrs":1414,"content":1415},{"level":766,"textAlign":34},[1416],{"text":1417,"type":22,"marks":1418},"What is Focus Partners Wealth’s minimum account size?",[1419,1421],{"type":129,"attrs":1420},{"color":773},{"type":38},{"type":18,"attrs":1423,"content":1424},{"textAlign":34},[1425],{"text":1426,"type":22,"marks":1427},"Focus Partners Wealth Management does not rely on a single firm-wide minimum to determine who can work with the firm; it applies service-specific minimums rather than a universal entry threshold. ",[1428],{"type":129,"attrs":1429},{"color":773},{"type":18,"attrs":1431,"content":1432},{"textAlign":34},[1433],{"text":1434,"type":22,"marks":1435},"At the institutional level, minimums are more explicit, with certain consulting and OCIO engagements tied to multi-million-dollar relationship sizes.",[1436],{"type":129,"attrs":1437},{"color":773},{"type":18,"attrs":1439,"content":1440},{"textAlign":34},[1441],{"text":1442,"type":22,"marks":1443},"Minimums by service type：",[1444],{"type":129,"attrs":1445},{"color":773},{"_uid":1447,"caption":12,"content":1448,"component":1286,"show_search":543,"paste_content":1462,"number_of_rows":1339,"show_pagination":543,"hide_heading_row":543,"search_placeholder":12,"first_col_to_headings":543},"7d804b49-c790-4be1-aa46-4b166a5bbefe",{"tbody":1449,"thead":1457,"fieldtype":1285},[1450],{"_uid":1451,"body":1452,"component":1278},"8cf45249-93f4-4c93-ac2f-eae54ae65cc4",[1453,1455],{"_uid":1454,"value":12,"component":1275},"af1f176c-d622-4960-954d-1236f0871754",{"_uid":1456,"value":12,"component":1275},"3ddc8f17-2e8a-44bf-845b-92269e9acded",[1458,1460],{"_uid":1459,"value":12,"component":1282},"c887440c-a57b-4b9d-b6e8-cb388d4e4cfa",{"_uid":1461,"value":12,"component":1282},"673eea0e-9635-4e50-989d-ffe783885d2d",{"type":15,"content":1463},[1464,1469,1474,1479],{"type":18,"attrs":1465,"content":1466},{"textAlign":34},[1467],{"text":1468,"type":22},"Service type\tMinimum account size or fee requirement",{"type":18,"attrs":1470,"content":1471},{"textAlign":34},[1472],{"text":1473,"type":22},"Investment management services\tMinimum annual advisory fee of $5,000",{"type":18,"attrs":1475,"content":1476},{"textAlign":34},[1477],{"text":1478,"type":22},"Institutional consulting services\tMinimum relationship size of $25 million, with a minimum annual advisory fee of $62,500.",{"type":18,"attrs":1480,"content":1481},{"textAlign":34},[1482],{"text":1483,"type":22},"Institutional OCIO services\tMinimum relationship size of $50 million",{"_uid":1485,"data":1486,"component":1265},"7a89ad9d-2186-45e0-9bac-ead135fb91af",{"type":15,"content":1487},[1488,1497,1505,1513,1579,1587,1653,1662,1670,1678,1686,1694,1736,1745,1753,1761,1769,1778,1786,1794,1802,1810,1819,1827,1835,1843,1851,1859,1867,1875,1884],{"type":764,"attrs":1489,"content":1490},{"level":766,"textAlign":34},[1491],{"text":1492,"type":22,"marks":1493},"Who should choose Focus Partners Wealth?",[1494,1496],{"type":129,"attrs":1495},{"color":773},{"type":38},{"type":18,"attrs":1498,"content":1499},{"textAlign":34},[1500],{"text":1501,"type":22,"marks":1502},"Focus Partners Wealth Management is best suited for clients seeking ongoing, advisor-led wealth management rather than a standardized or automated investing solution. ",[1503],{"type":129,"attrs":1504},{"color":773},{"type":18,"attrs":1506,"content":1507},{"textAlign":34},[1508],{"text":1509,"type":22,"marks":1510},"Focus Partners Wealth works well for:",[1511],{"type":129,"attrs":1512},{"color":773},{"type":882,"content":1514},[1515,1531,1547,1563],{"type":885,"content":1516},[1517],{"type":18,"attrs":1518,"content":1519},{"textAlign":34},[1520,1526],{"text":1521,"type":22,"marks":1522},"Those seeking comprehensive, long-term advice: ",[1523,1525],{"type":129,"attrs":1524},{"color":773},{"type":38},{"text":1527,"type":22,"marks":1528},"Clients who want investment management integrated with broader financial planning may find the firm’s holistic approach well aligned with their needs.",[1529],{"type":129,"attrs":1530},{"color":773},{"type":885,"content":1532},[1533],{"type":18,"attrs":1534,"content":1535},{"textAlign":34},[1536,1542],{"text":1537,"type":22,"marks":1538},"High-net-worth and complex households:",[1539,1541],{"type":129,"attrs":1540},{"color":773},{"type":38},{"text":1543,"type":22,"marks":1544}," The firm's ability to coordinate investment management with family-office-style services can be especially relevant for these households.",[1545],{"type":129,"attrs":1546},{"color":773},{"type":885,"content":1548},[1549],{"type":18,"attrs":1550,"content":1551},{"textAlign":34},[1552,1558],{"text":1553,"type":22,"marks":1554},"Clients who value tailored portfolio management: ",[1555,1557],{"type":129,"attrs":1556},{"color":773},{"type":38},{"text":1559,"type":22,"marks":1560},"Portfolios are designed around individual goals, time horizons, risk tolerance, and tax considerations, rather than following a standardized model. This may suit investors who prefer customization over preset strategies.",[1561],{"type":129,"attrs":1562},{"color":773},{"type":885,"content":1564},[1565],{"type":18,"attrs":1566,"content":1567},{"textAlign":34},[1568,1574],{"text":1569,"type":22,"marks":1570},"Clients who want access to specialized or optional strategies: ",[1571,1573],{"type":129,"attrs":1572},{"color":773},{"type":38},{"text":1575,"type":22,"marks":1576},"Investors interested in optional investment approaches may appreciate the firm’s ability to incorporate these strategies within a broader advisory relationship.",[1577],{"type":129,"attrs":1578},{"color":773},{"type":18,"attrs":1580,"content":1581},{"textAlign":34},[1582],{"text":1583,"type":22,"marks":1584},"Who might not benefit as much:",[1585],{"type":129,"attrs":1586},{"color":773},{"type":882,"content":1588},[1589,1605,1621,1637],{"type":885,"content":1590},[1591],{"type":18,"attrs":1592,"content":1593},{"textAlign":34},[1594,1600],{"text":1595,"type":22,"marks":1596},"Not a low-cost option: ",[1597,1599],{"type":129,"attrs":1598},{"color":773},{"type":38},{"text":1601,"type":22,"marks":1602},"The firm’s advisor-led, highly customized service model comes with pricing that is generally higher than automated or standardized investment platforms.",[1603],{"type":129,"attrs":1604},{"color":773},{"type":885,"content":1606},[1607],{"type":18,"attrs":1608,"content":1609},{"textAlign":34},[1610,1616],{"text":1611,"type":22,"marks":1612},"Fees can be complex across services: ",[1613,1615],{"type":129,"attrs":1614},{"color":773},{"type":38},{"text":1617,"type":22,"marks":1618},"With multiple service types total costs can vary and may be harder to estimate upfront without a detailed proposal.",[1619],{"type":129,"attrs":1620},{"color":773},{"type":885,"content":1622},[1623],{"type":18,"attrs":1624,"content":1625},{"textAlign":34},[1626,1632],{"text":1627,"type":22,"marks":1628},"Less suitable for hands-off or self-directed investors: ",[1629,1631],{"type":129,"attrs":1630},{"color":773},{"type":38},{"text":1633,"type":22,"marks":1634},"Investors who prefer a do-it-yourself approach or minimal human involvement may find the firm’s high-touch advisory model unnecessary.",[1635],{"type":129,"attrs":1636},{"color":773},{"type":885,"content":1638},[1639],{"type":18,"attrs":1640,"content":1641},{"textAlign":34},[1642,1648],{"text":1643,"type":22,"marks":1644},"Optional strategies add layered costs: ",[1645,1647],{"type":129,"attrs":1646},{"color":773},{"type":38},{"text":1649,"type":22,"marks":1650},"Certain investment strategies incur additional fees on top of the base advisory fee, increasing the overall cost for clients who choose them.",[1651],{"type":129,"attrs":1652},{"color":773},{"type":764,"attrs":1654,"content":1655},{"level":766,"textAlign":34},[1656],{"text":1657,"type":22,"marks":1658},"Focus Partners Wealth: Is it secure?",[1659,1661],{"type":129,"attrs":1660},{"color":773},{"type":38},{"type":18,"attrs":1663,"content":1664},{"textAlign":34},[1665],{"text":1666,"type":22,"marks":1667},"Focus Partners Wealth is generally considered secure from an operational and structural standpoint. ",[1668],{"type":129,"attrs":1669},{"color":773},{"type":18,"attrs":1671,"content":1672},{"textAlign":34},[1673],{"text":1674,"type":22,"marks":1675},"Client protections are built on SEC regulations, third-party asset custody, and documented privacy and information security practices.",[1676],{"type":129,"attrs":1677},{"color":773},{"type":18,"attrs":1679,"content":1680},{"textAlign":34},[1681],{"text":1682,"type":22,"marks":1683},"The firm is an SEC-registered investment adviser, which subjects it to regulatory oversight and a fiduciary obligation to act in clients’ best interests. Client assets are held with independent third-party custodians, not by the firm itself, helping separate advisory operations from asset custody. ",[1684],{"type":129,"attrs":1685},{"color":773},{"type":18,"attrs":1687,"content":1688},{"textAlign":34},[1689],{"text":1690,"type":22,"marks":1691},"In addition, Focus Partners maintains administrative and physical safeguards to protect personal and financial information, including:",[1692],{"type":129,"attrs":1693},{"color":773},{"type":882,"content":1695},[1696,1706,1716,1726],{"type":885,"content":1697},[1698],{"type":18,"attrs":1699,"content":1700},{"textAlign":34},[1701],{"text":1702,"type":22,"marks":1703},"Internal administrative policies and procedures governing how client information is collected, used, and shared",[1704],{"type":129,"attrs":1705},{"color":773},{"type":885,"content":1707},[1708],{"type":18,"attrs":1709,"content":1710},{"textAlign":34},[1711],{"text":1712,"type":22,"marks":1713},"Secured files and records are designed to prevent unauthorized access to sensitive data",[1714],{"type":129,"attrs":1715},{"color":773},{"type":885,"content":1717},[1718],{"type":18,"attrs":1719,"content":1720},{"textAlign":34},[1721],{"text":1722,"type":22,"marks":1723},"Restricted access to offices and facilities, limiting physical access to client information",[1724],{"type":129,"attrs":1725},{"color":773},{"type":885,"content":1727},[1728],{"type":18,"attrs":1729,"content":1730},{"textAlign":34},[1731],{"text":1732,"type":22,"marks":1733},"Limits on information sharing, including not sharing personal information with non-affiliated third parties for marketing purposes",[1734],{"type":129,"attrs":1735},{"color":773},{"type":764,"attrs":1737,"content":1738},{"level":766,"textAlign":34},[1739],{"text":1740,"type":22,"marks":1741},"Focus Partners Wealth: Customer service",[1742,1744],{"type":129,"attrs":1743},{"color":773},{"type":38},{"type":18,"attrs":1746,"content":1747},{"textAlign":34},[1748],{"text":1749,"type":22,"marks":1750},"Focus Partners Wealth’s support experience is primarily advisor-led, built around direct communication with an advisor team and a regular cadence of reporting and reviews. ",[1751],{"type":129,"attrs":1752},{"color":773},{"type":18,"attrs":1754,"content":1755},{"textAlign":34},[1756],{"text":1757,"type":22,"marks":1758},"Advisors generally communicate with clients through in-person meetings, phone calls, letters, and/or email, depending on the relationship.",[1759],{"type":129,"attrs":1760},{"color":773},{"type":18,"attrs":1762,"content":1763},{"textAlign":34},[1764],{"text":1765,"type":22,"marks":1766},"For prospective clients and, in some cases, existing clients coordinating meetings, the firm also offers a self-scheduling option. Visitors can book a phone or virtual meeting using a Calendly booking tool by selecting an available date and time.",[1767],{"type":129,"attrs":1768},{"color":773},{"type":764,"attrs":1770,"content":1771},{"level":766,"textAlign":34},[1772],{"text":1773,"type":22,"marks":1774},"Focus Partners Wealth: Mobile app",[1775,1777],{"type":129,"attrs":1776},{"color":773},{"type":38},{"type":18,"attrs":1779,"content":1780},{"textAlign":34},[1781],{"text":1782,"type":22,"marks":1783},"Focus Partners Wealth Management offers a dedicated mobile app that functions as a client portal, allowing users to stay connected with their wealth advisor and monitor their financial situation on the go.",[1784],{"type":129,"attrs":1785},{"color":773},{"type":18,"attrs":1787,"content":1788},{"textAlign":34},[1789],{"text":1790,"type":22,"marks":1791},"Through the app, clients can view account information, track net worth and progress toward long-term planning, and monitor key financial metrics from a single interface. ",[1792],{"type":129,"attrs":1793},{"color":773},{"type":18,"attrs":1795,"content":1796},{"textAlign":34},[1797],{"text":1798,"type":22,"marks":1799},"The app also supports secure communication with the advisory team, document sharing, and task management, making it a practical extension of the firm’s advisor-led service model.",[1800],{"type":129,"attrs":1801},{"color":773},{"type":18,"attrs":1803,"content":1804},{"textAlign":34},[1805],{"text":1806,"type":22,"marks":1807},"Rather than acting as a self-directed investing platform, the mobile app is designed to support ongoing advisory relationships, providing visibility, coordination, and communication between scheduled reviews. ",[1808],{"type":129,"attrs":1809},{"color":773},{"type":764,"attrs":1811,"content":1812},{"level":766,"textAlign":34},[1813],{"text":1814,"type":22,"marks":1815},"Is Focus Partners Wealth worth it?",[1816,1818],{"type":129,"attrs":1817},{"color":773},{"type":38},{"type":18,"attrs":1820,"content":1821},{"textAlign":34},[1822],{"text":1823,"type":22,"marks":1824},"Whether Focus Partners Wealth is worth it depends on what an investor values in an advisory relationship.",[1825],{"type":129,"attrs":1826},{"color":773},{"type":18,"attrs":1828,"content":1829},{"textAlign":34},[1830],{"text":1831,"type":22,"marks":1832},"For individuals and families seeking ongoing, advisor-led wealth management, the firm can be a reasonable option. ",[1833],{"type":129,"attrs":1834},{"color":773},{"type":18,"attrs":1836,"content":1837},{"textAlign":34},[1838],{"text":1839,"type":22,"marks":1840},"Focus Partners emphasizes personalized portfolio management combined with broad planning support delivered through a dedicated advisory relationship. ",[1841],{"type":129,"attrs":1842},{"color":773},{"type":18,"attrs":1844,"content":1845},{"textAlign":34},[1846],{"text":1847,"type":22,"marks":1848},"Clients who value regular reviews, coordinated advice across multiple financial areas, and access to optional planning or family-office-style services may find the model appealing.",[1849],{"type":129,"attrs":1850},{"color":773},{"type":18,"attrs":1852,"content":1853},{"textAlign":34},[1854],{"text":1855,"type":22,"marks":1856},"However, Focus Partners Wealth may be less compelling for cost-focused investors or those who prefer automated, self-directed platforms. ",[1857],{"type":129,"attrs":1858},{"color":773},{"type":18,"attrs":1860,"content":1861},{"textAlign":34},[1862],{"text":1863,"type":22,"marks":1864},"The presence of an ongoing advisory fee and a minimum annual investment management fee means it is not designed to compete on price with robo-advisors. ",[1865],{"type":129,"attrs":1866},{"color":773},{"type":18,"attrs":1868,"content":1869},{"textAlign":34},[1870],{"text":1871,"type":22,"marks":1872},"Investors who only want basic portfolio management or occasional advice may find the 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decade of experience in media, including SEO content writing, marketing, public relations, and broadcast and print journalism.","Rachel is a Senior Content Writer at Unbiased, producing content across a range of different sectors, including personal finance, retirement, and investing. She specializes in simplifying intricate financial terms into clear, engaging content tailored for both B2C and B2B audiences.","rachel-carey","authors/rachel-carey",[],"024abff2-15a6-4099-8ba2-25c01abe42e8",[],"app-article",[],[],"This Focus Partners Wealth review outlines the firm’s advisor-led wealth management services, fee structure, and planning-focused approach.",[],"focus-partners-wealth-reviews","discover/financial-advice/focus-partners-wealth-reviews",-5520,[],365590167,"af336425-15be-43b4-b274-23ed98e5d40f","2026-02-23T11:20:22.609Z",[],{"left":727,"top":727,"width":2013,"height":2013,"rotate":727,"vFlip":543,"hFlip":543,"body":2014},24,"\u003Cpath fill=\"currentColor\" d=\"M3.71 16.29a1 1 0 0 0-.33-.21a1 1 0 0 0-.76 0a1 1 0 0 0-.33.21a1 1 0 0 0-.21.33a1 1 0 0 0 .21 1.09a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1 1 0 0 0 .21-1.09a1 1 0 0 0-.21-.33M7 8h14a1 1 0 0 0 0-2H7a1 1 0 0 0 0 2m-3.29 3.29a1 1 0 0 0-1.09-.21a1.2 1.2 0 0 0-.33.21a1 1 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1 1 0 0 0-.21-.33M21 11H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2M3.71 6.29a1 1 0 0 0-.33-.21a1 1 0 0 0-1.09.21a1.2 1.2 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a1 1 0 0 0 1.09-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1.2 1.2 0 0 0-.21-.33M21 16H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2\"/>",[2016,2019,2020],{"title":2017,"exact":558,"href":2018},"Home","https://www.unbiased.com",{"title":58,"exact":558,"to":72,"disabled":543},{"title":750,"exact":558,"to":2021,"disabled":558},"/discover/financial-advice/focus-partners-wealth-reviews",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":2023},"\u003Cpath fill=\"currentColor\" d=\"m181.66 133.66l-80 80a8 8 0 0 1-11.32-11.32L164.69 128L90.34 53.66a8 8 0 0 1 11.32-11.32l80 80a8 8 0 0 1 0 11.32\"/>",1775291180932]