Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.50% |
| $500K - $1.0M | 0.30% |
| $1.0M - $5.0M | 0.25% |
| $5M+ | 0.20% |
Fee Estimator
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
Advisor Information
Office location
50 East Loucks Street, Suite 201, Sheridan, WY, 82801
Get directionsRegulatory History
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