Northeast Territory
Connecticut, DC, Delaware, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, Vermont, Virginia
JAMES BOYLAN
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The good news: You’ve grown to a level of real success as a financial advisor.
The bad news: Scaling to the next level from here is really hard.
We know. We’ve been there. We’ve worked with more than 1,000+ advisory firms to help them get to the next level of scale. Maybe it’s more time to do financial planning with your clients. Or more time to go get new clients. Or just more time for yourself.
Let our scale become your scale.
*As of December 31, 2024, Focus Partners Advisor Solutions had $14.28 billion of discretionary regulatory assets under management and $15.06 billion of non-discretionary regulatory assets under management. In addition, FPAS provides administrative, back-office and retirement plan services to $13.89 billion of assets managed or advised by the independent firms that hire FPAS for its services. In the aggregate, the total number of assets under management or administration was $43.23 billion.
As one of DFA’s largest TAMP, Focus Partners Advisor Solutions process starts with smart factor-based diversification, low-cost, and tax-aware investments. But it doesn’t end there. Our investment team does its homework to dig even deeper into ways to save clients’ money, from leveraging asset allocation to further minimize tax costs, to even building individual bond ladders where appropriate.
[LEARN MORE]The typical advisory firm that has crossed $1M of revenue spends 34% of its revenue on overhead, but the cost drifts above 41% of revenue as firms scale up above $10M of revenue, because of the investments into the staff infrastructure it takes to grow.* Scaling up is expensive.
Because of the scale it’s already achieved, with more than 1,000+ advisors and $40.19B** of assets under management, Focus Partners Advisor Solutions fee schedule for its full suite of investment management, technology, and back-office management starts at just 30 basis points, scaling down at $50 million practice sizes.
*Source: 2021 Investment News study of Profitability & Pricing ** As of December 31, 2023, Focus Partners Advisor Solutions had $11.07 billion of discretionary regulatory assets under management and $14.67 billion of non-discretionary regulatory assets under management. In addition, Focus Partners Advisor Solutions provides administrative, back-office and retirement plan services to $14.45 billion of assets managed or advised by the independent firms that hire Focus Partners Advisor Solutions for its services. In the aggregate, the total number of assets under management or administration was $40.19 billion.
Connecticut, DC, Delaware, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, Vermont, Virginia
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