CS
CFA

Clifford William Stanton

13 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
11 advisors
Number of Clients
3,525 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$5.3B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K0.50%
$500K - $1.0M0.30%
$1.0M - $5.0M0.25%
$5M+0.20%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

Frontier charges a maximum annual fee for discretionary accounts based on the value of assets managed. For the Joint Advisory - Investment Strategies, the first $500,000 is 0.50%, and it decreases for higher asset tiers. The minimum account size is $100,000, but it can be waived. For Active ETF Strategies, the first $500,000 is 0.25%, and it decreases for higher asset tiers. The minimum account size is $20,000, but it can be waived. Model Provider Investment Strategies have a maximum annual fee of 0.40%. Consulting fees are determined on a case-by-case basis. Sub-advisor fees are tiered, starting at 0.50% for the first $20M. Retirement Plan Advisory Services have a maximum advisory fee of 0.50% annually.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

3300 East 1st Avenue, Suite 675, Denver, CO, 80206

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Frontier Asset Management, LLC
February 2020 - Present · 5 yrs 11 mos
Previous Registrations
361 Capital LLC
January 2015 - October 2018 · 3 yrs 9 mos
Envestnet Asset Management, INC.
June 2012 - November 2013 · 1 yr 5 mos
Prima Capital Management, INC.
September 2009 - May 2012 · 2 yrs 8 mos
State Registrations1 state
WY
Advisor
Exams
No exam information available for this advisor.