Focus Wealth Advisors L.L.C.

FACS Outline

Home
About Us
Mission Statement
Biographies
Services
FMA Outline
FACS Outline
FMA in Detail
Account Services
News You Can Use
Financial Calculators
Contact Us

FACS  

Your Personal Investment Advisor and Portfolio Management Program
 

SUMMARY:

An all inclusive fee-only program combining your own personal Investment Advisor, Financial Plan, and Managed Portfolio.
 

SERVICES PROVIDED TO INVESTORS:

     - Personalized Financial Plan

     - Holistic Life Financial Planning     
     - Consultation, advice, research and support on investments,
 insurance, budget and 
       cash management, college, retirement,
 estate, business, income tax, career and life
       style planning
     
    - A Personalized Asset Allocation Study and Recommendation
     
   
- No-Load, No-Commission Portfolio Recommendations
     
   
- Quarterly Performance Reporting and Monitoring
    - Internet Aggregrated Portfolio Access
 

      

 

 INVESTOR BENEFITS:

      - Personal Investment Advisor      
     
- A comprehensive Financial Plan covering Risk Management,
Cash Flow and 
        Budget, Tax, Retirement, Educational and Estate
 Planning         
     
- Nobel prize-winning investment concepts with the use of
 asset allocation      
     
- Diversified Investment Portfolio (FMA) designed for each Client
      
     
- Account Statements on a monthly basis
 
      - Internet Aggregrated Portfolio Access
      
     
- Portfolio Recommendations based on your Financial Plan
         
     
- Investment Policy Statements designed for each Client
      
     
- An Investment Portfolio monitored and periodically rebalanced
             
      
- Internet access to our website containing account information, 
Password
        protected
      
    
- One comprehensive fee versus individual fees for financial plan
preparation,
        investment advice, and portfolio management.
 


BACKGROUND INFORMATION:

The FACS program was created by Focus Wealth Advisors LLC.,a Registered Investmen Advisor. FACS accounts are held at TD Ameritrade Institutional Services, a division of TD Ameritrade Investor Services Inc., and member of the NYSE and SIPC 

*FACS ADVISORY AND PORTFOLIO MANAGEMENT FEE SCHEDULE*
                     Dollars                                                                      Fees As                 
              Under Management                                                 A Percent of Assets

        $     25,000 to  $     50,000                                                       2.00%

        $     50,001 to  $   100,000                                                       1.75%        
        $   100,001 to  $   250,000                                                       1.40%
       
        $   250,001 to  $   500,000                                                       1.00%
       
        $   500,001 to  $1,000,000                                                         .75%

        $1,000,001 and greater                                                               .50

         

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.

Focus Wealth Advisors L.L.C.
A Registered Investment Advisor

 
Post Office Box 446
Brigantine NJ 08203-0446

                                                                        
609.823.5850