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

  

 

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.

 

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.