Bluffton, SC Office
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Focus Wealth Advisors LLC
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About
The firm provides financial planning, portfolio management and consultative services to individuals — including high-net-worth clients — and to a range of institutional sponsors. Services available include hourly and flat-fee financial plans, a quarterly retainer option, and Investment Managed Asset Allocation Portfolios with account maintenance and reporting.
Investment management is built on Modern Portfolio Theory and formal investment policy statements, with asset-allocation driven portfolios using primarily open‑end mutual funds and ETFs, regular rebalancing and discretionary trading authority exercised on behalf of clients. Trade execution and custody are handled through Charles Schwab, and fees for the managed-portfolio program are charged as a percentage of assets and debited from clients’ Schwab accounts on a quarterly basis.
The firm’s business combines percentage-of-AUM managed accounts and a quarterly retainer structure with licensed insurance distribution: advisors are licensed insurance producers and the brochure discloses they may receive commissions on annuities, with conflicts to be disclosed to clients. For a two-adviser, sub-$20 million firm, it is also notable that the staff list a range of advanced credentials in areas such as sustainable investing and digital assets while serving both individual HNW clients and institutional plan types.
Based on Focus Wealth Advisors LLC
Expertise
Based on Focus Wealth Advisors LLC
Location
Bluffton SC
Advisors at this office
1
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