FMA
Focus
Managed Account
SUMMARY:
A personalized Asset Allocated Managed Portfolio.
SERVICES PROVIDED
TO INVESTORS:
- A Personalized Asset Allocation Study
- No-Load, No-Commission Portfolio Recommendations
- Quarterly
Performance Reporting and Monitoring
- Internet Aggregrated Portfolio Access
INVESTOR BENEFITS:
- Personal Investment Manager
- Nobel prize-winning
investment concepts with the use of asset allocation
- Diversified Investment Portfolio
designed for each Client
- Account Statements on a monthly basis
- Investment Policy Statements designed for each Client
- An Investment Portfolio monitored and
periodically rebalanced
BACKGROUND INFORMATION:
The FMA program was created by Focus Weath Advisors LLC., a Registered Investment
Advisor.
FMA accounts are held at TD Ameritrade Institutional Services, a division of TD Ameritrade Investor Services Inc.,
anda member of the NYSE/SIPC.
* FMA PORTFOLIO MANAGEMENT FEE*
Dollars Fees
As A
Under Management
Percent of Assets $ 25,000 to $
50,000
1.40%
$ 50,001 to $ 100,000
1.25%
$ 100,001 to
$ 250,000
1.00%
$ 250,001 to $ 500,000
.75%
$ 500,001 to $1,000,000
.55%
$1,000,001 and greater
.35%
ADV Form Part II and a client agreement describing our activities are
available upon request. The ADV Form Part II and agreement should be carefully reviewed prior to making any financial commitment.
You may also access our ADV Parts 1 and II at the SEC's website: http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_OrgSearch.aspx
The services of Focus Wealth Advisors LLC. are not available in all states and jurisdictions. 