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.
Author: Michael Kitces, “Why TAMPs And Outsourced Investment Management Are The Future For Most Advisors”
“In recent years, a new kind of TAMP adopter has emerged – the holistic financial planner. While in the past TAMPs were primarily the domain of asset-gatherers (who freed up their time to get more clients into the TAMP), for those who are paid primarily for their financial planning services, a TAMP can make a lot of sense as a means to stay involved in the investment process, but not have to be that hands-on with the portfolio. As a result, we’ve seen the rise of some ‘simpler’ TAMPs that focus on [low-cost] ETFs or DFA-oriented mostly-passive portfolios, relying on their service and technology as a differentiator, rather than their investment results.”
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As one of DFA’s largest TAMP, Focus 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.
“Focus Advisor Solutions has become an extension of the team and the client experience is enhanced by having the resources and support that we do within the Advisor Solutions community.”
Jared Siegel, BFA™, CEPA®,
Partner at Delap Wealth Advisory
Click here to listen how Jared has enjoyed the benefits of outsource in Michael Kitces’ Financial Advisor Success Podcast.
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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 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 4/30/2026, there are 983 independent members of the Focus Advisor Solutions community, with 316 members being a part of the community for over 15 years. Prior to January 2025, Focus Advisor Solutions was named Buckingham Strategic Partners, LLC. ** As of December 31, 2025, Focus Advisor Solutions (“Focus”) had $19.49 billion of discretionary regulatory assets under management and $16.91 billion of non-discretionary regulatory assets under management. In addition, Focus provides administrative, back office and retirement plan services to $14.09 billion of assets managed or advised by the independent firms that hire Focus for its services. In the aggregate, the total number of assets under management or administration was $50.59 billion.
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