Focuspoint Solutions, Inc
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Overview
Focuspoint Solutions, Inc is a financial advisor firm headquartered in Portland, Oregon. Focuspoint Solutions, Inc controls $4.7 billion in total assets throughout 28,297 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management (AUM). It has an average-sized team, including 1 financial advisor. Focuspoint Solutions, Inc does not act as a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments such as bonds, options and equities.
Focuspoint Solutions, Inc oversees all of the firm's accounts on a discretionary basis. Discretionary management means that an investment advisor makes transaction decisions without requiring client consent. The advisory firm's average account size is $167,027. An average financial advisor at Focuspoint Solutions, Inc administers about 28,297 client accounts.
Focuspoint Solutions, Inc's central office is at 3395 Sw Garden View Avenue, Portland, Oregon 97225. The firm is registered to serve clients across a number of states, including Colorado, Connecticut, Illinois, Nebraska, Oregon and Pennsylvania.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Focuspoint Solutions, Inc by the Numbers
$4.7 billion
43
28,297
$167.0 thousand
Products and Services
Focuspoint Solutions, Inc offers a variety of financial services, which can include portfolio management for institutional clients, selection of other advisers and other services. Notably, the company did not provide financial planning services to any of its clients in the prior fiscal year. Focuspoint Solutions, Inc does sell products or offer services aside from investment advisory services to its clients.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees usually vary depending on the financial services offered. Fee types billed by the company can be comprised of some combination of the following fee types: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Focuspoint Solutions, Inc.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Disclosures
Focuspoint Solutions, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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