Bakersfield, CA Office

Advisory Solutions Group, LLC (doing business as FocusPoint Solutions) serves retail clients through a network of Investment Advisor Representatives and also provides turnkey business and back‑office services to other registered investment advisory (RIA) firms. Its retail services include financial planning, consulting, and portfolio management, while its FocusPoint Solutions offering supports RIA firms with asset allocation, model implementation, and account administration.

The firm constructs broadly diversified portfolios using a mix of quantitative, momentum, and fundamental analysis and implements both discretionary and non‑discretionary strategies with periodic rebalancing and at least annual client reviews. It also delivers model portfolios and detailed research and reporting to RIA firms, and facilitates management of held‑away retirement assets using the Pontera platform to provide trading and view access across external accounts.

Advisory Solutions Group is a wholly owned subsidiary of Wealth Enhancement Group and discloses multiple uncommon affiliations for a team firm, including an affiliated trust company (Wealth Enhancement Trust Services), an affiliated broker‑dealer (Wealth Enhancement Brokerage Services), and affiliated registered advisers (Wealth Enhancement Advisory Services and NorthCrest Asset Management). The firm further operates paid promoter/referral arrangements under the SEC marketing rule, maintains a support services agreement with Fidelity that provides platform support fees, and offers a fully outsourced virtual back‑office and turnkey service model for other RIAs—features that shape its hybrid adviser-plus-service‑provider business model.