Fwm Legacy, LLC
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
N/A
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
N/A
About This Firm
Frontier Wealth Management provides personal financial planning, consulting, and investment supervisory services to individuals, pension plans, trusts, estates, charitable organizations, business entities, and corporations. Services include investment analysis, allocation, quarterly statements, and ongoing monitoring. Portfolio composition is based on client needs, goals, and risk tolerance.
Fee Structure
Frontier's fees for Investment Management Services range from 0.25% to 1.50% of assets under management, negotiated between the client and Frontier. Wealth Management Services are either a percentage of AUM or a fixed fee. Corporate Retirement Plan Services range from 0.20% to 1.00% of plan size. Financial Planning Services are charged at a fixed or hourly rate. Fees do not include third-party money manager or sub-adviser fees, or fees or expenses assessed by mutual funds, exchange traded funds or custodians.
Areas of Practice
Location
4200 W. 115th Street, Suite 210, Leawood, KS, 66211