OD
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
August 2017 - Present · 8 yrs 5 mos
Previous Registrations
J.P. Morgan Securities LLC Broker
August 2016 - April 2017 · 8 mos
First Investors CorporationBroker
December 2014 - July 2015 · 7 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.