Overview
- Headquarters
- St. Louis, MO
- Total Firm Assets
- $41.5 billion
- Average High-Net-Worth Client Portfolio Size
- $2.9 million
- Stated Minimum Account Size
- $25,000
Fee Disclosure
Source: WEATHERSTONE/FOCUS PARTNERS ADVISOR SOLUTIONS PART 2A (2026-08-05)
· View brochure text
Latest filing: FOCUS PARTNERS ADVISOR SOLUTIONS PART 2A (2026-08-05)
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Latest filing: FOCUS PARTNERS ADVISOR SOLUTIONS PART 2B (2026-08-05)
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| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.95% |
| $1,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $19,500 | 1.95% |
| $5 million | Negotiable | Negotiable |
| $10 million | Negotiable | Negotiable |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 64.98%
- Number of High-Net-Worth Clients
- 9,302
- Total Client Accounts
- 91,359
- Discretionary Accounts
- 42,909
- Non-Discretionary Accounts
- 48,450
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 143319
- FOCUS PARTNERS ADVISOR SOLUTIONS PART 2A (2026-08-05) · View brochure text
- FOCUS PARTNERS ADVISOR SOLUTIONS PART 2B (2026-08-05) · View brochure text
- WEATHERSTONE/FOCUS PARTNERS ADVISOR SOLUTIONS PART 2A (2026-08-05) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗