Advisor at Focus Advisory, LLC
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Michael Smith is the sole advisor at Focus Advisory, LLC in Everett, WA, with 21 years of industry experience. He holds a Series 66 designation and has led Focus Advisory since 2008. Focus Advisory, LLC provides discretionary and non-discretionary investment management services to individual private clients, managing approximately $32.6 million for about 22 clients. The firm employs a global asset management approach based on macroeconomic analysis and implements asset allocation primarily through mutual funds, supplemented by fundamental and technical analysis.
Based on Focus Advisory, LLC
Typically 1% annually; current range .65% to 2.0% annually; fees are negotiable
Fee-only: Annual asset management fee paid quarterly; no commissions or other compensation accepted
Everett, WA
Washington
Focus Advisory, LLC
2008 - Present (18 years)
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