Frost Investment Advisors, LLC
Assets Under Management
$5.1B
Number of Clients
10
Number of Advisors
27
Average Client AUM
$508.0M
AUM per Advisor
$188.2M
Compensation
Fee-Only (AUM)
About This Firm
Frost Investment Advisors provides investment advisory services to registered investment companies (mutual funds) and separately managed accounts (SMAs). They offer style-based investment approaches including growth equity and fixed income. They also provide asset allocation models and core models to financial institutions.
Fee Structure
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
Location
111 West Houston Street, 10th Floor, San Antonio, TX, 78205