Gary Frontiera
Gary Frontiera is a registered investment advisor at Sterling Retirement Group of Sacramento, based in Roseville, CA, with 17 years of industry experience. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 413 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sterling Retirement Group charges a percentage of your portfolio each quarter, ranging from 0.30% to 1.50% per year. The fee is calculated in advance based on the value of your account at the end of the previous quarter. This fee does not include brokerage commissions or other transaction fees.
Location
300 Harding Blvd #115, Roseville, CA, 95678
Get directionsHistory
Regulatory History (1)
Criminal
January 2000Other Business ActivitiesSells Insurance
Gary is the owner and IAR of Sterling Retirement Group of Sacramento, dedicating about half of his time to investment advisory and company operations. He also works as an insurance agent selling life, disability, and long-term care insurance, and sells life insurance and fixed annuities through PKS Financial, dedicating about 10-20% of his time to this activity. Additionally, Gary is a managing partner of Jacko Law Group and owns rental property in Idaho.
Employment History
Current Registrations
Sterling Retirement Group of Sacramento
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Hansen & Frontiera Financial Group, INC
Foresters Equity Services, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.