Brenda Jacobs is a registered investment advisor at Frontier Asset Management, LLC, based in Sheridan, WY, with 14 years of industry experience. Brenda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Socially Responsible Investing, and 1 more. Their firm serves 3,240 clients with $5.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.50% |
| $500K - $1.0M | 0.30% |
| $1.0M - $5.0M | 0.25% |
| $5M+ | 0.20% |
Rates shown are for standard investment strategies. Active exchange-traded fund strategies have a lower fee schedule ranging from 0.10% to 0.25%. Joint financial advisors may charge an additional fee up to 1.50%, with a combined fee cap of 2% for standard strategies. Fees are negotiable.
Fee Estimator
Location
50 East Loucks Street, Suite 201, Sheridan, WY, 82801
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Regulatory History
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 →Other Business Activities
Brenda is a partner at Capture Creative Company, LLC, where she does freelance graphic design and website development work. This takes a few hours per week, usually in the evenings or on weekends.
Employment History
Current Registrations
Frontier Asset Management, LLC
State Registrations1 state
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
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