AR
CFA
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
27 advisors
Number of Clients
10 clients
Average Client Portfolio
$508.0M average
Assets Under Management
$5.1B
Fee Structure
Minimum Investment:$10M
Financial Planning:Investment management only
Advisory fees for separately managed accounts range from 0.04% to 0.20% annually, based on the complexity of the investment strategy and level of service. Fees are billed monthly or quarterly. The firm may negotiate fees. There is a minimum annual advisory fee, but the amount is not specified. Fees are prorated for the initial and final months of service.
Areas of Practice
Investment Management
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Advisor Information
Office location
111 West Houston Street, 10th Floor, San Antonio, TX, 78205
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Frost Investment Advisors, LLC
February 2024 - Present · 1 yr 11 mos
Previous Registrations
American Funds Distributors, INC. Broker
May 2018 - July 2023 · 5 yrs 2 mos
American Funds Distributors, INC.
May 2018 - July 2023 · 5 yrs 2 mos
Babson Capital Securities LLCBroker
August 2014 - May 2016 · 1 yr 9 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.