Focus Financial Partners Investor Relations Material
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Wealth management fees
Focus Financial Partners Inc., a New York corporation formed in 2006, provides wealth management services to primarily ultra-high and high net worth individuals, families, and business entities. It operates through four segments: Focus Securities LLC; Focus Investment Management LLC; Multifamily office Services; and Focus Fund Solutions LLC. The company provides financial planning, tax planning, estate planning, concierge services, family governance/philanthropy advisory services, custody and banking services. It also offers investment advisory services; asset allocation and portfolio implementation services through active management techniques; investment technology tools; broker dealer trading; access to third party money managers; access to proprietary products such as its Capital Reserve program for fixed income allocations.
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