Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Frost Investment Services offers several advisory programs with different fee structures and minimums. The Fund Strategist Portfolio Program and Optimum Asset Allocation Strategy both charge 0.80% on the first $5M, 0.60% on the next $5M, and 0.50% on everything over $10M. The Advisor Model Management Program charges the same advisory program fee, but the portfolio strategy fee is 0.20% on the first $5M, 0.17% on the next $5M, and 0.10% on everything over $10M. The Unified Managed Accounts Program charges 1.25% on the first $1M, 1.10% on the next $1M, 1.00% on the next $3M, and 0.85% on everything over $5M. An optional Tax and/or Impact Overlay service is available for an additional fee. There are also fees for IRA accounts, wire transfers, and account transfers.
Areas of Practice
Advisor Information
Office location
111 West Houston Street, San Antonio, TX, 78205
Get directionsRegulatory History
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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Alma works as a clerk for Ace Oilfield Deliveries, assisting with bookkeeping. This activity, which is not investment-related, takes minimal time.