Advisor at Focus Wealth Advisors LLC
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Joseph Folis is a ChFC® credentialed financial advisor with 22 years of industry experience. He has been with Focus Wealth Advisors LLC since 2005. Focus Wealth Advisors provides financial planning, portfolio management, and consultative services to individuals, including high-net-worth clients, as well as institutional sponsors. The firm’s investment management approach is based on Modern Portfolio Theory and formal investment policy statements, utilizing asset-allocation driven portfolios with mutual funds and ETFs, regular rebalancing, and discretionary trading authority.
Based on Focus Wealth Advisors LLC
Contracted financial plan fees, typically $500 or less or greater, with specific billing schedules
$0 - $50,000: 1.40% $50,001 - $250,000: 1.25% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,500,000: 0.50% $2,500,001+: 0.35%
$150.00 per hour
Bluffton, SC
New Jersey · South Carolina
Focus Wealth Advisors, L.L.C.
2005 - Present (21 years)
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