Focus Wealth Advisors LLC
Focus Wealth Advisors LLC (CRD# 136026) is a financial advisory firm headquartered in Ocean City, NJ. They manage $18,696,413 in 225 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management19MILLION
Total Number of Accounts225ACCOUNTS
Average Account Value$83,095
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Richard Bertsch (CRD# 1074878) is an Investment Advisor Representative working at Focus Wealth Advisors LLC in Ocean City, NJ and has over 34 years of experience in the finance industry. Richard Bertsch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Joseph Folis (CRD# 1297095) is an Investment Advisor Representative working at Focus Wealth Advisors LLC in Bluffton, SC and has 1 year of experience in the finance industry.