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Gary Frontiera

Sterling Retirement Group of Sacramento
18 Years of Experience
Roseville, CA
1 DisclosureMay Earn CommissionSells Insurance
View SEC Summary
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Gary Frontiera is a registered investment advisor at Sterling Retirement Group of Sacramento, based in Roseville, CA, with 18 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 5 more. Their firm serves 515 clients with $250M in assets under management.

Sterling Retirement Group of Sacramento
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
515 clients
Average Client Portfolio
$491K average
Assets Under Management
$253.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Annualized fees range from 0.30% to 1.50% of the value of your portfolio. For third-party adviser programs, Sterling Retirement Group of Sacramento charges between 0.30% and 1.65%, with combined total fees not exceeding 3.00%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

300 Harding Blvd #115, Roseville, CA, 95678

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History

Regulatory History (1)
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Criminal
January 2000
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other 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
September 2013 - Present · 13 yrs 1 mo
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
October 2013 - March 2024 · 10 yrs 5 mos
Hansen & Frontiera Financial Group, INC
October 2011 - February 2014 · 2 yrs 4 mos
Foresters Equity Services, INC.Broker
June 2011 - October 2013 · 2 yrs 4 mos
MML Investors Services, LLC
February 2011 - June 2011 · 4 mos
MML Investors Services, LLCBroker
August 2008 - June 2011 · 2 yrs 10 mos
State Registrations2 states
CATX
Advisor

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.

Exams
No exam information available for this advisor.
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